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Amazon agreed to a 10-year, up to $60B deal with Qualcomm to develop custom AI chips and optical links, while expanding Texas hardware manufacturing to $1.6B. Meanwhile, potential state tax exemption…
Amazon agreed to purchase up to $60 billion in AI data center chips from Qualcomm across multiple generations. As part of the partnership, Amazon receives $4 billion in stock warrants, while Qualcomm…
US indexes fell midday amid rising oil prices and geopolitical tensions. Qualcomm partnered with Amazon on custom AI data center silicon, granting Amazon a 25 million share warrant. Meanwhile, Meta f…
Amazon is exploring selling its proprietary AI chips to external data centers. This strategic expansion aims to capture market share from Nvidia by diversifying Amazon's semiconductor business beyond…
Amazon plans to commercialize its proprietary Trainium AI chips, potentially diversifying revenue beyond AWS. While looming DMA regulations and data center regulatory scrutiny pose hurdles, anticipat…
Amazon is in talks to sell its proprietary Trainium AI chips and server racks directly to third-party data centers, shifting from its AWS-only model to challenge Nvidia's dominance in the AI hardware…
Amazon Web Services partners with AI chip startup Cerebras to enhance inference computing speed in data centers, challenging Nvidia's dominance and boosting AWS’s AI offerings with a premium fast-pro…
Marvell Technology faces uncertainty over losing Amazon's Trainium 3 and 4 AI chip designs to a competitor, despite optimistic data-center growth forecasts. Analysts differ on the impact, prompting c…
Amazon expands AI chip sales to strengthen its cloud AI presence while recent layoffs add labor market uncertainty.
Nvidia beat sales and profit estimates driven by strong demand for its Blackwell AI GPU, maintaining market share despite Amazon's AI chip competition and strengthening its server leadership against …
Nvidia's shares rose despite Amazon launching new AI chips, as Nvidia maintains strong market dominance with upcoming Blackwell hardware and broad industry adoption. Collaboration between Nvidia and …
Amazon launches its AI Trainium 3 chips to challenge Nvidia, which defends its market position amid new partnerships and ongoing AI demand growth.
Amazon launches its third-generation AI Trainium chips, challenging Nvidia and Google in AI hardware, aiming to reduce reliance on Nvidia and expand AWS customer access to its AI servers.
Amazon and Microsoft support legislation prioritizing domestic AI chip access, aiming to limit high-end chip exports to China and benefit U.S. tech firms, despite chipmakers’ concerns over innovation…