The Digital Press

Qualcomm is entering the AI data center chip market with new AI accelerator chips designed for inference workloads, aiming to compete with Nvidia and AMD. The company plans to release these chips in full-rack systems starting in 2026 and 2027.

Why it matters: Qualcomm is challenging Nvidia's dominance in AI semiconductors, potentially reshaping the fast-growing data center chip market.

The big picture: AI-focused data center spending could reach $6.7 trillion by 2030, driven by demand for advanced AI chips.

The other side: Qualcomm’s chips focus on AI inference, not training, and details on pricing and performance remain scarce.

Commenters say: Many are skeptical about Qualcomm’s late entry and lack of chip details, while others see potential in increased competition and innovation.