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Qualcomm Secures $60 Billion AI Chip Deal With Amazon

By Tech Desk · 2026-09-09 · Updated 2026-09-10 11:48 UTC
A server rack in a data center with glowing fiber optic cables
Illustration: Tradingbird

Qualcomm has locked in a $60 billion deal with Amazon to co-develop AI data center chips, a strategic move to diversify away from mobile reliance. New details reveal the partnership focuses on high-efficiency inference hardware, utilizing Qualcomm's HBC technology to optimize token-per-watt performance for hyperscalers.

  • According to GN technics/hardware, Qualcomm is targeting the inference market with its new AI200 and AI250 accelerators, which leverage a novel High-Bandwidth Compute (HBC) memory stacking technique to achieve 133 TB/s of bandwidth while maintaining low power consumption.

    Source: GN technics/hardware (en-US)
  • Qualcomm has secured a massive contract with Amazon to supply AI data center chips, marking a significant strategic pivot for the company as it seeks to reduce its heavy reliance on smartphone manufacturers.

    Source: GN technics/mobile (en-US)
Based on reporting by GN technics/mobile (en-US) and GN technics/hardware (en-US), compiled by the Tradingbird desk.

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