Core Viewpoint - Qualcomm is entering the AI data center market with the launch of its AI200 and AI250 chips, aiming to leverage its expertise in semiconductor technology to capture a share of the growing AI infrastructure demand [1][5]. Group 1: Product Launch and Specifications - Qualcomm's first AI accelerator product, the AI200, is set to ship in 2024, while the more advanced AI250 will be released in 2027 [3][4]. - The AI200 chip supports up to 768GB of LPDDR memory and will be available in three formats: standalone chip, plug-in acceleration card, or complete server rack [3]. - The AI250 will feature a new memory architecture based on "near-memory computing," promising over 10 times improvement in effective memory bandwidth and significantly reduced power consumption [4]. Group 2: Market Context and Competitive Landscape - Qualcomm's entry into the AI chip market comes as it seeks to diversify away from its reliance on smartphone sales, which have been slowing down [5]. - The AI chip market is currently dominated by Nvidia, with estimates suggesting its data center revenue could exceed $180 billion this year [5]. - Major tech companies like Google, Microsoft, and Amazon are also developing their own AI accelerators, indicating a highly competitive environment for Qualcomm's new products [5].