Tech1d ago·31 sources
Apple’s Chip Homecoming
Qualcomm has announced new artificial intelligence accelerator chips, the AI200 and AI250, set to go on sale in 2026 and 2027 respectively. These chips are designed for data centers and target AI inference, posing new competition to Nvidia, which currently dominates the AI semiconductor market. Qualcomm's entry into this market, which is projected to see $6.7 trillion in data center capital expenditures through 2030, marks a significant shift from its traditional focus on mobile and wireless connectivity chips. The company claims its new chips offer advantages in power consumption, cost of ownership, and memory handling, with support for 768 gigabytes of memory. While Nvidia holds over 90% of the AI chip market, other major tech players like Google, Amazon, and Microsoft are also developing their own AI accelerators. The article also briefly mentions other tech news, including Anthropic's situation with the Pentagon and Block's layoffs.