Wire · technology
Amazon Taps Qualcomm for AI Chips and Optical Data Center Networking With $60 Billion ...
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Fusion42 · 10 September 2026 · Fusion42 review
Amazon and Qualcomm entered a multigenerational deal involving custom AI inference chips and optical data center networking, with potential milestone payments up to $60 billion, signaling significant expansion in data center infrastructure and AI hardware collaboration.
This Wire brief sits within Fusion42's coverage of AI & ML, and 2 sources have reported it between 8 Sep 2026 and 10 Sep 2026.
◆ ◆ The Wire takeaway
Amazon’s backing of Qualcomm for AI chips opens a decade-long infrastructure bet that could shift AWS’s hardware dependency away from Nvidia. You can target AWS’s growing AI-custom silicon needs as Qualcomm scales its offering beyond mobile chips.
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2 sources · first reported 8 Sep 2026 · latest 10 Sep 2026
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