Qualcomm introduces two AI inference chips and its first datacenter customer. This is the ignition for the 15 P/E stock!
I believe Qualcomm's stock has now entered the AI race! The AI200 and AI250 were introduced as two AI inference chips.
The 15 P/E was moderate. Now new growth fantasy is emerging, which will lead to an expansion of the valuation!
Reading Time: 1 minute
While chip stocks like AMD, Broadcom, Rambus, and NVIDIA have seen significant increases in recent years, Qualcomm has stagnated since 2021. The company was too heavily reliant on the smartphone business. Diversification has been slow to progress. In particular, a strong foothold in datacenter applications was missing. In mid-2024, Qualcomm acquired Alphawave, whose technology increases the speed at which data is processed and transmitted between chips. On October 27, 2025, the next major announcement was made. Two AI inference chips, AI200 and...
Read this article now with a free account.
Your benefits:
- Every month, you can read 5 articles from the premium section for free.
- Monthly 2 trial issues of the Trader newspaper for free.
- Create a personal watchlist with an overview of news about your stock.
