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Qualcomm Incorporated (QCOM) has launched the AI200 and AI250 chip-based AI accelerator cards for data centers, utilizing Qualcomm’s NPU technology. These solutions focus on AI inference workflows and include features such as confidential computing for secure AI workloads and direct cooling for thermal efficiency. The global AI inference market is projected to grow from $97.24 billion in 2024, with a 17.5% CAGR from 2025 to 2030, highlighting Qualcomm’s strategy to leverage this emerging trend.
The AI250 offers near-memory computing architecture with a 10x effective memory bandwidth, while the AI200 is tailored for large language models and multimodal model inference at a reduced total cost of ownership. Qualcomm’s solutions have gained traction, with HUMAIN selecting them for high-performance AI inference services in Saudi Arabia and globally.
Qualcomm’s shares have increased by 9.3% over the past year, compared to the industry’s growth of 62%. Currently, Qualcomm trades at a forward P/E ratio of 15.73, below the industry’s 37.93. Earnings estimates for 2025 remain unchanged, while those for 2026 have slightly improved to $11.91.
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