Qualcomm과 Amazon은 AWS 데이터센터용 가속기 공급을 위한 600억 달러 규모의 다세대 맞춤형 AI 칩 계약을 최종 체결했다.
Qualcomm (QCOM) shares rose in morning trading Tuesday after Amazon (AMZN) expanded its partnership with the chipmaker to develop customized silicon for AI data centers, a deal potentially tied to up to $60 billion in payments to Qualcomm. QCOM stock climbed more than 5% and became one of the top trending tickers on Stocktwits, while AMZN slipped approximately 1.2% amid broader market weakness.
The companies described the initiative as a “multi-generation” collaboration centered on customized chips for AI inference—the stage where trained AI models generate responses and predictions. Additionally, Qualcomm and Amazon will develop optical connectivity solutions capable of supporting speeds up to 1.6 terabits per second, alongside future-generation products. The project will leverage Qualcomm’s SerDes and optical digital signal processor technologies to meet the escalating bandwidth demands of AI data centers.
The partnership also features a substantial equity component. In a regulatory filing, Qualcomm disclosed that it issued an affiliate of Amazon a warrant to acquire up to 25 million Qualcomm shares at an exercise price of $161.26 per share. The warrant expires in 2036 and permits cashless exercise. Vesting will occur in tranches tied to commercial milestones, including the execution of agreements, binding purchase orders, and actual purchases of Qualcomm’s server-chip products, technology, systems, and manufacturing services. These vesting conditions are linked to arrangements involving up to $60 billion in payments to Qualcomm, with 3.75 million shares already vested following Amazon’s initial purchase commitments. At the $161.26 exercise price, the warrant’s maximum value is approximately $4 billion.
The Amazon agreement positions Qualcomm to secure a major client as it expands its server-chip operations. Concurrently, the company is deepening its reliance on Amazon Web Services’ AI infrastructure, including Amazon Bedrock, to handle electronic design automation workloads. Qualcomm stated that the objective is to shorten chip-design cycles, potentially accelerating time-to-market for new products.
On Stocktwits, retail sentiment toward QCOM shifted from ‘bearish’ to ‘neutral’ over the past day, while discussion volume rose from ‘normal’ to ‘high’. Many retail traders highlighted Qualcomm’s strategic pivot beyond smartphones, viewing the Amazon partnership as validation of its diversification efforts. One investor noted that the warrant’s $161.26 exercise price could serve as a critical reference point for QCOM shares given Amazon’s equity stake. Year-to-date, QCOM has gained roughly 2%, extending its advance to over 10% over the past 12 months.