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Qualcomm unveiled a custom AI data center chip with Meta and Microsoft as anchor customers.

New vendor entering AI data center chip market with major hyperscaler backing; increases competitive pressure on Nvidia and AMD.
Trade pressSlicast · June 25, 2026 · US · Source: Google News
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Qualcomm has unveiled a custom AI data center chip, marking the chipmaker's push into the accelerator market dominated by NVIDIA. Meta and Microsoft are anchor customers for the new processor, signaling backing from major cloud operators building out their own AI infrastructure.

The move represents Qualcomm's strategy to capture AI infrastructure spend beyond traditional networking and edge computing. With Meta and Microsoft as initial customers, the chip targets operators seeking alternatives for training and inference workloads at hyperscale, diversifying the supply chain in a market projected to see significant growth as AI deployment expands globally.

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Qualcomm unveiled a custom AI data center chip… · Slicast