and have entered a multi-generational strategic collaboration to co-develop custom AI inference silicon and 1.6 terabit-per-second optical interconnects. The deal, detailed in an SEC filing, sent Qualcomm shares up over 5% following the news.
Amazon committed to $60 billion in hardware purchases through 2036 and received a ten-year equity warrant for 25 million shares at $161.26 each. Qualcomm will also expand its use of AWS infrastructure, including Amazon Bedrock, for electronic design automation.
The partnership focuses on co-designing custom neural processing accelerators for AWS server racks. This major agreement follows Qualcomm's recent AI chip deal with ByteDance, marking a significant expansion of its custom silicon and cloud hardware business.