Qualcomm Expands AI Offering in Major Deal with Amazon
Qualcomm has entered a multi-generational collaboration with Amazon, allowing the tech giant to purchase up to $60 billion in custom AI chips and optical connectivity for its AWS data centers. This contract was announced in early September 2023, showcasing Qualcomm’s shift from a mobile chip manufacturer to a significant player in the AI and cloud infrastructure space.
Additionally, Marvell has introduced the first 102.4 terabit-per-second switch aimed at enhancing AI data center performance, while Supermicro claims about $60 billion in AI orders, positioning itself to supply necessary hardware for AI workloads. Both companies are set to benefit from the sustained investment in AI infrastructure as market dynamics evolve.
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