Wall Street Breakfast Qualcomm takes on Nvidia
9 snips
Oct 27, 2025 Qualcomm is making headlines by entering the AI accelerator market, sparking a stock rally. In a dramatic turn, Organon's CEO has stepped down amid a scandal involving inventory manipulation. Reflecting on the past, the podcast examines Pets.com, highlighting its rapid rise and fall due to operational costs. Additionally, insights into Keurig Dr Pepper's growth strategy and the implications of recent election results in Argentina offer a glimpse into the evolving market landscape.
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Qualcomm Targets Nvidia With New AI Accelerators
- Qualcomm entered the AI accelerator market with AI200 and AI250 cards and racks, using its neural processing units.
- The AI250's near-memory computing claims 10x effective memory bandwidth and lower power for cheaper generative-AI deployment.
Staged Product Roadmap And TCO Focus
- Qualcomm plans staggered product rollouts: AI200 in 2026 and AI250 with novel memory architecture in 2027, and another accelerator teased for 2028.
- The company highlights lower total cost of ownership to attract generative-AI customers away from incumbents.
Organon CEO Resigns After Inventory Probe
- Organon's CEO Kevin Alley resigned after an internal probe found wholesalers were asked to buy extra inventory to meet guidance.
- The probe found this manipulation involved a birth control device and external sales expectations.