Core Insights - Qualcomm has launched next-generation AI inference optimization solutions for data centers, including AI200 and AI250 chip-based accelerator cards and rack products, expected to be commercialized in 2026 and 2027 respectively [1][4] - This move signifies Qualcomm's transition from chip sales to providing data center systems, aligning its strategy with competitors like NVIDIA and AMD, and intensifying competition in the data center market [1][4] - Several A-share listed companies in storage and related fields are likely to benefit from Qualcomm's entry into the data center solutions market [1][5] Product Details - The Qualcomm AI200 is designed specifically for rack-level AI inference, aiming to reduce total cost of ownership (TCO) and optimize performance for large language models and other AI workloads, supporting up to 768 GB of LPDDR memory [3][4] - The AI250 features an innovative near-memory computing architecture that enhances effective memory bandwidth by over 10 times while significantly reducing power consumption, offering unprecedented energy efficiency for AI inference tasks [3][4] - Both solutions are equipped with direct liquid cooling systems, with total power consumption for the rack system controlled at 160 kW, meeting the demands of large-scale deployments [4] Strategic Partnerships - Qualcomm has partnered with HUMAIN, an AI company under Saudi Arabia's Public Investment Fund, to deploy a total capacity of 200 MW of the AI200 and AI250 rack solutions starting in 2026 [4] Market Implications - Analysts suggest that Qualcomm's shift to data center solutions and its collaboration with Saudi Arabia indicate that no single company can meet the diverse global demand for efficient, decentralized AI computing power, potentially leading to market fragmentation [4] Beneficiary Companies - A-share listed companies such as Baiwei Storage, which has established a strong presence in LPDDR memory products, are positioned to benefit from Qualcomm's advancements in data center solutions [6][7] - Jiangbolong's LPDDR products have also received certifications from major platforms, indicating a favorable position in the supply chain related to Qualcomm [6] - Other companies like Huanxu Electronics and Megvii Smart have existing ties with Qualcomm, enhancing their prospects in the evolving market [7]