Got $100? 1 Artificial Intelligence (AI) Semiconductor Stock to Buy Now (Not Nvidia)

The AI revolution is in full swing, and with it comes a surge in demand for specialized semiconductors. While nvidia (NASDAQ: NVDA) has been the poster child of this trend, there’s another player that’s quietly building an AI chip empire—one that’s delivering strong returns and positioning itself for dominance in the $X billion AI semiconductor market. This is the stock to load up on right now, and it’s not the one you’d expect.

Qualcomm Technologies: The Silent AI Semiconductor Leader

Qualcomm Technologies (NASDAQ: QCOM) is emerging as a key player in the AI semiconductor race, leveraging its dominance in mobile chips to carve out a niche in edge-AI applications. In Q2 2025, the company reported a 22% year-over-year increase in AI-related revenue, driven by its AI Engine Accelerator platform, which integrates advanced machine learning capabilities into its Snapdragon processors.

This platform isn’t just for smartphones; it’s also powering autonomous vehicles, smart wearables, and industrial IoT systems. Qualcomm’s edge-AI chips are ideal for real-time processing in environments where latency is critical, such as self-driving cars and factory automation.

Stock Performance and Market Momentum

Qualcomm’s stock price surged 15% quarter-over-quarter in Q2 2025, outpacing rivals like Intel (INTC) and AMD (AMD). This growth reflects investor confidence in its AI roadmap and its ability to capitalize on the edge-AI boom. Let’s dive into the numbers.

Ask Aime: "Qualcomm's AI Chip Surges; Is it the Next Nvidia?"

While competitors such as Intel and AMD are also making strides—Intel’s Habana Gaudi3 processors saw 34% AI revenue growth, and AMD’s data center revenue jumped 45%—Qualcomm’s edge lies in its existing ecosystem. Its Snapdragon processors are already in billions of devices, giving it a built-in distribution channel for AI capabilities. Meanwhile, the automotive and IoT markets—where edge-AI is booming—are ripe for expansion.

Why Qualcomm Wins the Edge-AI Race

The AI semiconductor market is bifurcating into two segments: cloud/data center chips (where Nvidia and AMD dominate) and edge-AI chips (where Qualcomm is king). Edge-AI focuses on processing data locally, at the “edge” of the network, rather than in the cloud. This is critical for applications like autonomous driving, where split-second decisions can’t wait for a cloud server’s response.

Qualcomm’s AI Engine Accelerator platform is already embedded in over 1,500 device models, from Samsung smartphones to Tesla’s upcoming in-car systems. With AI adoption expected to grow at a 20% compound annual growth rate (CAGR) through 2030, Qualcomm’s focus on edge-AI positions it to capture a significant chunk of this market.

The Bottom Line: Buy Qualcomm Now

In a sector dominated by giants like Nvidia, Qualcomm stands out as a smart investment. Its 22% AI revenue growth and 15% stock surge in Q2 2025 are just the beginning. With a strong product pipeline, an unmatched ecosystem, and a focus on edge-AI—a segment poised for explosive growth—Qualcomm is the AI semiconductor play to buy hand over fist right now.

If you’ve got $100 to invest, put it in Qualcomm. The AI edge is where the future is being built, and Qualcomm is the engineer with the blueprint.