The Zhitong Finance App learned that semiconductor giant Qualcomm (QCOM.US), which has been focusing on smartphone chips for a long time, is actively betting on developing its own AI inference chips and data center CPUs. The underlying logic of Qualcomm's recent strong stock price is no longer just a single logic of “smart phone chip cycle bottoming out,” but the market is beginning to reprice its potential core position in the two main AI computing power investment lines of data center CPU/self-developed AI inference chip+endside AI smart device. By the close of the US stock market on Monday, Qualcomm's stock price had risen by 35% since August, and the market value hovered around US$210 billion, which is enough to show that the market has clearly begun to position a strong premium on its “AI computing power infrastructure up-and-coming forces”, not just according to traditional smartphone SoC chip companies.

The Zhitong Finance App learned that semiconductor giant Qualcomm (QCOM.US), which has been focusing on smartphone chips for a long time, is actively betting on developing its own AI inference chips and data center CPUs. The underlying logic of Qualcomm's recent strong stock price is no longer just a single logic of “smart phone chip cycle bottoming out,” but the market is beginning to reprice its potential core position in the two main AI computing power investment lines of data center CPU/self-developed AI inference chip+endside AI smart device. By the close of the US stock market on Monday, Qualcomm's stock price had risen by 35% since August, and the market value hovered around US$210 billion, which is enough to show that the market has clearly begun to position a strong premium on its “AI computing power infrastructure up-and-coming forces”, not just according to traditional smartphone SoC chip companies.