Qualcomm

Qualcomm unveils AI chips it says will rival Nvidia

The logo of American semiconductor company Qualcomm on display in March at the 2025 Smart City Summit and Expo in Taipei, Taiwan. On Monday, U.S.-based Qualcomm said its Snapdragon 6s Gen 4 mobile chip set will offer a 36% CPU performance boost and its Adreno GPU upgrades will deliver a 59% faster user experience. File Photo by Ritchie B. Tongo/EPA

Oct. 27 (UPI) — Tech giant Qualcomm said Monday its release of new AI accelerator chips was looming.

Qualcomm officials said its Snapdragon 6s Gen 4 mobile chip set will offer a 36% CPU performance boost and its Adreno GPU upgrades will deliver a 59% faster user experience.

On Monday, company stock spiked up about 12% at midday after release of the news.

“We first wanted to prove ourselves in other domains, and once we built our strength over there, it was pretty easy for us to go up a notch into the data center level,” Durga Malladi, Qualcomm’s general manager for data center and edge, said last week.

Its shift puts Qualcomm in direct competition with AI semiconductor giant Nvidia.

In 2022, Qualcomm announced it joined forces with Facebook parent company Meta to develop custom chipsets for the social media giant’s virtual reality products about seven months before Qualcomm was fined nearly $800 million by South Korea’s high court for alleged unfair business practices.

Meanwhile, Qualcomm’s AI200 and AI250 will go on sale in 2026 and 2027, respectively.

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Huge News for Qualcomm Investors

Qualcomm (NASDAQ: QCOM) is no longer just a smartphone chipmaker — it’s expanding into AI, automotive, and IoT with bold acquisitions like Alphawave. With analysts seeing 41% upside, Qualcomm may be one of the most overlooked growth and dividend plays today.

Stock prices used were the market prices of Aug. 26, 2025. The video was published on Aug. 29, 2025.

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Rick Orford has positions in Apple. The Motley Fool has positions in and recommends Apple and Qualcomm. The Motley Fool has a disclosure policyRick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.

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