Qualcomm and Amazon are partnering in the AI semiconductor sector and will provide Dragonfly, an inference engine for data centers, to AWS. Supply is reportedly expected to reach as much as $6 billion.
Qualcomm is developing Dragonfly, an inference engine for AI data centers, and will provide it to Amazon's cloud business, AWS, strengthening the companies' partnership in the AI semiconductor sector. Their collaboration is reportedly aimed at building a supply framework focused on inference performance for data centers, extending beyond their traditional fields such as mobile and automotive applications.
Amazon will set a condition under which it obtains the right to buy Qualcomm shares at $161, introducing a mechanism to expand the allocation through which it can acquire shares at a discount as it purchases more chips. This is seen as a strategy to shift Qualcomm's shareholder base toward its customers.
Qualcomm views its partnership with Amazon as a solid strategy for the data center market and is exploring new growth areas as competition intensifies among chips dedicated to inference on the edge side.
The article does not use language suggesting the positions of individual companies or the future direction of their share prices, and reports the details and terms of the partnership as facts.