Qualcomm to build custom AI inference chips for AWS

Qualcomm's multi-generation agreement to build customized AI inference silicon and optical interconnects for Amazon gives the company something its data center roadmap has lacked since it re-entered the market: a named, US-scale hyperscaler willing to put Qualcomm parts into a production fleet. The commercial value was not disclosed; the strategic value is the point. Qualcomm has spent the past year buying its way into AI infrastructure and telling investors it belongs there. Amazon Web Services (AWS), the largest buyer of AI compute in the market, has now agreed.