Qualcomm Signs $60 Billion AI Inference Chip Deal with AWS, Nvidia's Data Center Inference Monopoly Faces First Substantive Challenge
Qualcomm and AWS have signed a multi-generational custom AI inference chip agreement with up to $60 billion in purchase commitments and a warrant structure tied to volume. The deal marks the first major hyperscaler bet on a non-Nvidia inference path, though Qualcomm's Dragonfly AI300 will not sample commercially until 2028.