Qualcomm Takes off. AI200 and AI250 are new AI Chips for the Data Center. Humain to be the First Customer for 200 MW AI Infrastructure!

Our US model portfolio stock Qualcomm rose by 18% on Monday as it has presented two new chips for the data center sector. Qualcomm has introduced two new rack-scaling inference solutions: the products AI200 and AI250. These target large data centers with AI inference operations, particularly for large language or multimodal models ("LLMs/LMMs”), and are expected to significantly improve the cost-performance ratio. The AI200 will debut in 2026, followed by the AI250 in 2027. A first customer has been named: the startup Humain, which plans a...