Data Center Power Shift: Qualcomm AI200/AI250, DoE Supercomputers, AMD VS Nvidia
Episode description
On this TechStack episode, analysts Jim McGregor, Marco Chiappetta, and Mark Vena break down the latest developments in data centers and AI supercomputing. The team covers Qualcomm’s new AI200 and AI250 rack-level solutions, and the U.S. Department of Energy’s announcement of four new supercomputers powered by AMD and Nvidia. We discuss AMD’s continued lead on the Top500 list and its upcoming Lux (2026) and Discovery (2028) systems, along with Nvidia’s new Equinox and Solstice AI supercomputers, developed with Oracle and powered by thousands of Blackwell GPUs. Tune in for expert insights on the future of AI acceleration, HPC, and data center innovation.
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