Companies To Watch: Qualcomm takes on the big boys of AI
Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek

Companies To Watch: Qualcomm takes on the big boys of AI

2025-10-29

Smartphones made it famous, but servers may define its future. Qualcomm is stepping into the AI-chip arena with its new AI200 and AI250 accelerators, designed to challenge NVIDIA’s dominance with smarter, more efficient designs.

Dan Koh and Ryan Huang explore what makes these chips different, what’s at stake for investors, and whether Qualcomm’s AI pivot can truly pay off.

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