10倍带宽突破、市值暴涨200亿美元,高通能否“分食”千亿级AI推理市场?

雷峰网
Oct 30, 2025

“英伟达的“迭代速度”将让高通倍感压力。”作者丨刘伊伦编辑丨包永刚雷峰网消息显示,当地时间10月27日,高通宣布推出针对数据中心场景的AI推理优化解决方案。该方案由Qualcomm AI200、AI250云端AI芯片,及对应的加速卡、机架等组成。千亿级云端推理市场的入局动态,让高通在资本市场收获积极反馈。其股价在交易时段内最高上涨22%,收盘时涨幅收窄至11%。截至美股10月27日收盘,高通股价报...

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