00:00 Speaker A
As we’ve been talking about Big Tech taking the spot like this week as several of the Magnificent Seven companies report their quarterly earnings. We’ll take a closer look and focus on what to watch for in a minute. But first, tech editor Dan Howley joins me with AI related news out this morning from chipmaker Qualcomm, which has a new offering, Dan.
00:19 Dan Howley
Yeah, that’s right. They’re announcing two new AI chips that they’re going to launch in 2026 and 2027, uh, the AI 200 and AI 250.
00:30 Dan Howley
Uh you can see uh Qualcomm shares flying high uh 12% on this news and essentially what it does is it inserts them directly into competition with uh Nvidia and AMD. They say they already have a deal with Humane out of uh Saudi Arabia, uh and so they’re going to be uh it’s a megawatt scale uh announcement that they’re going to be putting their chips to work there.
00:52 Dan Howley
Uh these chips are are designed for influencing. So, they’re not designed to to train models. They say they’re specifically for influencing. Uh they take advantage of uh Qualcomm’s NPU. It’s a neural processing unit. They already have that available in PCs. They sell chips that run Windows uh machines, specifically Microsoft Surface products as well as a number of uh products from other OEMs.
01:21 Dan Howley
Uh they have the NPU built into those chips. And so they’re they’ve been working on this and they’ve kind of, you know, put it through its paces in the PC market and now they’re putting it out into the data center market. Uh they say that this will be an energy efficient offering. Uh total cost of ownership will be uh beneficial for people who or companies that end up buying these chips and putting them to work uh and that they have high uh memory bandwidth, which is good for AI influencing.
01:54 Dan Howley
So, a big deal here for for Qualcomm and I’ll add, you know, while they are going into competition with Nvidia and AMD, they also say that because they’re offering this rack scale solution where, you know, it’s not just a chip, but it’s a a whole server uh that can be built out, that individuals can go out and buy pieces of their setup and then pair those with Nvidia offerings or AMD offerings. They also are allowing uh companies to pair their own CPU with Nvidia’s GPUs and kind of tying those together with Nvidia’s NV link. So, you know, while they are competing in this space now with this rack scale solution, they still are working with the companies at the same time. So it’s very interesting and it it does help Qualcomm diversify beyond the smartphone where they still get the majority of their revenue.
