Qualcomm Inks Deal with Amazon to Build AI Data Center Infrastructure

Qualcomm Lost Apple's Modem Business. Amazon Just Offered a $60 Billion Escape Route.

Qualcomm is watching Apple walk out the door with its modem business, but a surprise Amazon partnership promises a $60 billion lifeline built on unproven silicon in a market already owned by rivals. Whether that door holds the weight is the real question.

Amazon Delivers Fantastic News for Qualcomm Stock Investors

Sales could accelerate for Qualcomm as early as its next fiscal year.

Qualcomm inks deal with Amazon to build AI data center infrastructure

The collaboration brings together Amazon's comprehensive, secure, and price-performant AI infrastructure with Qualcomm Technologies' leadership in power-efficient processing, silicon design and system-level integration.

Qualcomm's $60 Billion Amazon Pact Signals New Front in AI Chip Wars

Qualcomm's multi-generational deal with Amazon could deliver up to $60 billion in AI data center products. The pact focuses on inference silicon and 1.6T optical connectivity while tying the companies through $4 billion in stock warrants. It validates the chipmaker's pivot from smartphones to infrastructure as hyperscalers seek efficient alternatives to Nvidia.

Qualcomm to make custom chips for Amazon as part of $4B deal

The e-commerce giant could buy up to $60 billion in processors to support its buildout of data centers over the next 10 years, according to a securities filing.

Qualcomm Lost Apple’s Modem Business. Amazon Just Offered a $60 Billion Escape Route

The post Qualcomm Lost Apple’s Modem Business. Amazon Just Offered a $60 Billion Escape Route. appeared first on 24/7 Wall St.. Apple (NASDAQ:AAPL) is replacing Qualcomm (NASDAQ:QCOM) modems with in-house silicon, threatening one of Qualcomm’s most valuable franchises. On the fiscal third-quarter…