Qualcomm (QCOM.O) released two artificial intelligence chips for data centers on Monday and is expected to begin commercial supply from next year. This marks a significant step for the company in seeking business diversification, breaking through the limitations of the smartphone market, and expanding into the rapidly growing AI infrastructure sector. Boosted by the news, Qualcomm's stock price surged 20% that day. The two new chips, named AI200 and AI250, are designed to enhance memory capacity and optimize the performance of AI applications, with planned releases in 2026 and 2027, respectively. As cloud service providers, chip manufacturers, and enterprises race to build infrastructure capable of supporting complex large language models, chatbots, and other generative AI tools, global investment in AI chips has grown substantially. However, the current AI boom is still largely driven by Nvidia (NVDA.O) chips.