CNA938 Rewind - Is Qualcomm ready to beat Nvidia as chipmaking champion?
Qualcomm is stepping into the high-stakes AI chip race with two new processors, aiming to challenge giants like Nvidia and AMD. Their focus isn’t on training AI models—but on making the behind-the-scenes ‘inference’ phase more efficient and affordable. With this move, Qualcomm hopes to carve out a spot in a multi-trillion-dollar AI infrastructure market. Andrea Heng and Hairianto Diman find out more with Jim Handy, General Director, Objective Analysis.