Nvidia Faces New Competition as Qualcomm and Ampere Launch AI-Focused Server
Portfolio Pulse from Anusuya Lahiri
Qualcomm and Ampere Computing have partnered to launch an AI-focused server using Ampere's CPUs and Qualcomm's Cloud AI 100 Ultra AI inferencing chips. This collaboration aims to enhance AI inferencing capabilities and indirectly compete with Nvidia. Ampere also announced a new generation of CPUs with 256 cores, produced using TSMC's 3-nanometer process.
May 17, 2024 | 12:16 pm
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POSITIVE IMPACT
Arm Holdings benefits from the increased use of its architecture in the new AI-focused servers by Qualcomm and Ampere.
The partnership between Qualcomm and Ampere, both using Arm-based chips, highlights the growing adoption of Arm's architecture in AI applications, which could positively impact Arm Holdings.
CONFIDENCE 70
IMPORTANCE 50
RELEVANCE 50
POSITIVE IMPACT
Qualcomm's partnership with Ampere to launch AI-focused servers enhances its position in the AI inferencing market, potentially boosting its stock price.
The partnership with Ampere positions Qualcomm strongly in the AI inferencing market, which could lead to increased demand for its AI chips and positively impact its stock price.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
TSMC is set to benefit from producing Ampere's new generation of CPUs using its 3-nanometer process, potentially boosting its revenue.
TSMC's involvement in producing Ampere's new CPUs using its advanced 3-nanometer process could lead to increased orders and revenue, positively impacting its stock price.
CONFIDENCE 80
IMPORTANCE 40
RELEVANCE 40
NEGATIVE IMPACT
Nvidia faces indirect competition from the Qualcomm-Ampere partnership, which could impact its dominance in the AI chip market.
While the new servers from Qualcomm and Ampere do not directly compete with Nvidia's AI training chips, they enhance competition in the AI inferencing market, potentially affecting Nvidia's market share.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 60