AI Sector Analysis: October 28, 2025
Qualcomm Challenges Nvidia With Data Center Chips; Google, OpenAI Secure Power and Compute in Multi-Billion Dollar Deals
Qualcomm entered the AI data center chip market with new inference-focused accelerators, directly challenging Nvidia's dominance and causing its stock to surge 11%. This hardware push was matched by massive capital commitments to AI infrastructure, including a multi-billion dollar deal between Anthropic and Google Cloud and Google's agreement to restart a nuclear power plant to power its data centers.
Key developments
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Qualcomm unveiled its AI200 and AI250 accelerator cards, targeting the AI inference market and sending its stock up 11%, according to market data.
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AMD announced it will power two new supercomputers, Lux and Discovery, …
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