Qualcomm targets Nvidia, AMD, Huawei with Dragonfly AI accelerator rack loaded with 43TB of LPDDR5x, future generations…

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  • Qualcomm Dragonfly AI200 AI accelerator rack is the first of multiple releases planned by the chip designer as it aims to score wins in the data center segment
  • The upcoming Dragonfly AI250 accelerator leverages its proprietary High Bandwidth Compute (HBC) to offer a theoretical 18x the amount of bandwidth of its sibling
  • Qualcomm's push comes amid an increasingly lucrative datacenter market grappling with memory shortages

It is no secret that the modern AI server ecosystem is dominated by Nvidia in most countries, even as China increasingly leans towards Huawei as its own home-grown provider for similar solutions.

Qualcomm may not be one of the first companies that come to mind when you think about AI data centers or the chips housed inside them, with many investors feeling it has missed the boat altogether in the server segment.

Qualcomm's recent Investor Day 2026 event was a reminder that it is not...

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