Qualcomm is making a comeback in the market for data center processors - and with prominent support: together with NVIDIA, the US company wants to develop new CPUs based on Arm technology that work seamlessly with NVIDIA's market-leading AI graphics processors. The aim is to enable high-performance computers with efficient communication between CPU and GPU based on NVIDIA's rack-scale architecture. This strategic partnership aims to deliver energy-efficient and high-performance solutions for the ever-increasing demands of AI applications in data centers.
The move marks Qualcomm's return to a market that the company left in the 2010s after disappointing progress, including in cooperation with Meta Platforms. Now an experienced chip development team, which Qualcomm poached from Apple in 2021, is to drive the new start. In addition to Meta, which is once again in talks with Qualcomm, the Saudi Arabian AI company Humain has also signed a letter of intent for a customer-specific chip project. This not only puts Qualcomm in direct competition with Intel and AMD, but also brings it closer to NVIDIA, which is also pursuing its own CPU ambitions with its Grace chip. Investors will be keen to see whether Qualcomm can win further major customers and how the new chips prove themselves in practice.
