Qualcomm’s AI Bet with Amazon | Durham News

Qualcomm’s big AI play just got a $60B boost from Amazon, who’s betting on Qualcomm’s custom silicon for next-gen data centers — not to compete with Nvidia, but to build a full-stack AI infrastructure empire. With optical connectivity, multi-gen AI chips, and a strategic warrant deal, Qualcomm is locking in a cloud giant while Apple quietly cuts ties. This move could be the pivot they need to escape smartphone decline and dominate the soaring AI chip market — but can they deliver under the pressure?

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