Di Yi Cai Jing·2025-10-27 22:27Core Insights - Qualcomm announced the launch of AI chips AI200 and AI250, marking its entry into the data center market, with expected commercial use in 2026 and 2027 respectively [1][3] - This move signifies Qualcomm's expansion beyond its traditional mobile chip business and a challenge to Nvidia in the AI computing sector [1][3] - Following the announcement, Qualcomm's stock price rose to $193.48 per share, an increase of $24.54 or 14.53%, reaching its largest intraday gain since 2019 [1] Product Details - The AI200 and AI250 chips are based on chip accelerator cards and rack solutions, utilizing Qualcomm's Neural Processing Unit (NPU) technology [1] - Each card is equipped with 768 GB of LPPDR memory, providing higher memory capacity at lower costs [1] - The AI200 chip can function as a standalone component, an expansion card for existing devices, or as part of a complete rack server provided by Qualcomm [1] Market Impact - Qualcomm's entry is seen as a potential shift in the AI chip market dynamics, previously dominated by Nvidia due to its comprehensive software and hardware ecosystem [3] - The company aims to leverage customized CPUs in conjunction with Nvidia's GPUs to meet the core demands of hybrid architecture computing [3][4] - Some analysts suggest that Qualcomm's impact on Nvidia and the existing market structure may be limited, as the new chips are more suited for edge AI servers [4]