Qualcomm will design custom AI chips for Amazon's data centres.
Qualcomm announced on Tuesday a multi-generation deal to build custom inference silicon for Amazon Web Services. The two will also develop optical links reaching 1.6 terabits per second. Qualcomm shares rose about ten percent, though neither side gave a value or a date.
Why it mattersNvidia supplies most of the chips that answer your prompts, and that keeps prices high. A second serious supplier inside Amazon is the clearest crack in that grip yet.
Read in the app — free, in 9 languages
Related stories
OpenAI lowered its price tag to $1.25 trillion to close a new round.2026-10-23Barclays will cut 5,000 jobs and named AI as part of the reason.
2026-10-22DeepSeek doubled its fundraising goal to about $15 billion.
2026-10-22China-linked hackers turned an AI agent on over 2,250 company clouds.
2026-10-22Governments took websites offline over the AI-found PHP flaw.
2026-10-22