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2026-09-10 · Source：SiliconANGLE p2
Qualcomm will supply Amazon with AI chips and optical networking gear under a broader partnership tied to a stock warrant covering 25 million shares worth $4 billion.
Qualcomm announced Tuesday that it has secured a contract to supply Amazon with artificial intelligence chips and networking hardware, a pact that forms part of a broader partnership between the two companies reaching into other areas as well. The arrangement pairs the technology agreement with a significant financial component: a stock warrant issued by Qualcomm to the online retail and cloud computing giant.
Under the warrant, Amazon gains the right to purchase up to 25 million Qualcomm shares, a position valued at $4 billion. Equity instruments of this kind are sometimes used to cement large supply relationships, aligning a customer's returns with those of its vendor. In this case, the structure gives Amazon a direct financial stake in Qualcomm's performance at the same time the chipmaker's silicon and networking equipment enter its infrastructure plans.
The hardware at the center of the contract spans two categories: artificial intelligence chips and networking equipment, with the optical networking side of the agreement highlighted in the announcement. For Qualcomm, a supplier best known for its mobile processors, the contract represents an endorsement of its push into AI compute and data center connectivity, with Amazon — operator of one of the largest cloud platforms — as the customer.
Qualcomm characterized the agreement as one piece of a broader partnership that also extends to other areas, signaling that the relationship is designed to reach beyond a single product category. Taken together, the chip and networking contract and the $4 billion equity warrant sketch a deep, long-horizon alignment: a chip designer pressing further into AI infrastructure gains a flagship customer, while Amazon adds a new silicon source and a financial stake in its supplier's success.
Mots-clés: Qualcomm · Amazon · AI Chips · Optical Networking
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