# Qualcomm and Amazon Partner on Custom AI Silicon

September 9, 2026 at 06:30 PM

> Qualcomm and Amazon signed a multi-generational deal to co-develop AI inference chips and optical interconnects for AWS server racks.

**Qualcomm** and **Amazon** 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.


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