Qualcomm has launched AI200 and AI250 chip-based AI accelerator cards and racks for data centers, powered by NPU technology. The global AI inference market, estimated at $97.24 billion in 2024, is projected to grow at a CAGR of 17.5% from 2025 to 2030. Qualcomm’s solutions are gaining traction, with HUMAIN selecting them for AI services.
Competitors like NVIDIA, Intel, and AMD offer robust AI inference solutions. Qualcomm’s stock has gained 9.3% in the past year. Earnings estimates for 2025 have remained stable, while 2026 estimates improved to $11.91. Qualcomm stock currently carries a Zacks Rank #3 (Hold).
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