The wave of Muse AI agents ignites the "cloud-end dual growth engine"! Snapdragon dual flagship helps Qualcomm (QCOM.US) achieve its best monthly gain since May.

According to Zhihu Finance APP, semiconductor giant Qualcomm (QCOM.US), which has long focused on smartphone chips, is now actively increasing its investment in self-developed AI inference chips and data center CPUs. The underlying logic behind Qualcomm's recent strong stock price performance is no longer just the single factor of “the bottoming-out of the smartphone chip cycle,” but rather the market’s repricing of its potential core position in two AI computing power investment tracks: data center CPUs/self-developed AI inference chips and on-device AI-powered smart devices. As of the close of the US stock market on Monday, Qualcomm's stock price has surged by as much as 35% since August, with its market capitalization hovering around $210 billion. This clearly indicates that the market has begun to assign it a significant premium as a “new force in AI computing infrastructure,” rather than valuing it merely as a traditional smartphone SoC chip company.