Qualcomm and Amazon announce multi-generational custom AI chip partnership
Qualcomm and Amazon announced a multi-generational partnership on custom AI data center chips focused on large-scale AI inference for AWS, including 1.6T optical connectivity. Amazon received warrants for up to 25 million Qualcomm shares at $161.26 each, tied to up to $60 billion in cumulative chip purchases, and Qualcomm shares rose roughly 9-10% on the news.
Detected & updated continuously · Source: Nebula
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@StockSavvyShay
$QCOM is up nearly 10% after expanding its multi generational $AMZN AI partnership across custom inference chips and 1.6T optical connectivity. Amazon also received warrants for ~25M shares adding an equity layer that makes this look much bigger than a one off silicon deal. https://t.co/AxJPzwUS7l
@masked_investor
✍️✍️ $QCOM + $AMZN = Boom! JUST IN: QUALCOMM AND AMAZON PARTNER ON CUSTOM AI DATA CENTER CHIPS The two will be focused on large-scale AI inference. $QCOM focus on large-scale AI inference. https://t.co/iMpXyVn9JP
@StockSavvyShay
$QCOM and $AMZN are teaming up on custom AI data center chips starting with large scale inference for AWS. The partnership also reaches into 1.6T optical connectivity giving Qualcomm a path to sell both the compute and the networking around AI workloads. https://t.co/6loIQWySma
@PolymarketMoney
BREAKING: Qualcomm and Amazon are expanding a “multi-generational AI partnership” across custom inference chips and 1.6T optical connectivity.
@StockMKTNewz
AMAZON $AMZN AND QUALCOMM $QCOM JUST ANNOUNCED A MULTI-GENERATION PARTNERSHIP ON CUSTOM AI DATA CENTER SILICON As a part of the deal Amazon got a warrant for 25 Million Qualcomm shares tied to up to $60 Billion in chip purchases The warrant is exercisable at $161.26 per share https://t.co/2luhRYv7EW
@Sam_Badawi
$QCOM issued $AMZN warrants to acquire up to 25M Qualcomm shares at $161.26 each, with 3.75M shares vesting immediately. The rest vest as Amazon places orders and purchases Qualcomm products and services, tied to as much as $60B in cumulative payments. 👀 Interesting price https://t.co/ZEhiDVnzba
@blckchaindaily
🚨 QUALCOMM $QCOM ANNOUNCES MULTI-GENERATIONAL PRODUCT PACT WITH AMAZON $AMZN
@Sam_Badawi
Didn’t expect this news. AWS CEO Matt Garman just gave the nod to a strong partnership with $QCOM to develop custom AI inference silicon and next-gen optical connectivity scaling to 1.6T. Why does this matter? Well.. $AMZN AWS is already building its own Trainium and Inferentia https://t.co/vgN6K12Loq