Qualcomm, AI
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Over the past decade, Qualcomm has provided a significant $87 Bil back to its investors through tangible cash in the form of dividends and buybacks.
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Amazon layoffs, Qualcomm's AI chips, Airbnb cracks down on Halloween and more in Morning Squawk
Amazon CEO Andy Jassy said earlier this year that the Washington-based company could shrink its workforce by embracing AI. The firm is part of a cohort of large-cap companies that have seen their AI-related productivity increase as the technology becomes mainstream.
Qualcomm has launched its AI200 and AI250 hardware offerings, targeting data center inferencing workloads. Based on the company’s Hexagon neural processing units (NPUs) and customized for data center AI workloads, the new chip-based accelerator cards and racks have been optimized for AI inferencing.
Qualcomm entered the datacenter AI chip market with 2026-2027 products and a $1 billion Saudi deal despite specs trailing competitors.
These are Qualcomm's next-generation AI inference-optimized solutions for data centers, and they bring with them support for gobs of memory.
Qualcomm's Saudi AI deal with Humain may seem like a win, but the real battle is against Nvidia in the AI chip market.
I strongly believe the October 27 launch of AI200/AI250 rack-scale inference systems is the inflection point, putting an AI stamp on Qualcomm and
Qualcomm’s new AI accelerators compete with systems from Nvidia and Advanced Micro Devices. Both stocks were unmoved by Qualcomm’s announcement, with each closing up nearly 3% on the day. U.S.-listed shares of Novartis declined 2.8% after third-quarter earnings from the Swiss drugmaker disappointed.