Qualcomm agreed to supply Amazon with custom AI chips in a deal worth approximately $4 billion, with Amazon receiving warrants to buy about $4 billion in Qualcomm stock.

What it means

Qualcomm has agreed to supply Amazon with custom AI chips in a deal worth roughly $4 billion, and Amazon in return gets warrants to buy about $4 billion in Qualcomm stock. The chips appear aimed at Amazon's data-center AI infrastructure, giving Amazon another custom silicon supplier and giving Qualcomm a major entry into AI datacenter chips beyond its traditional mobile and automotive base.

Accuracy & sourcesGrounded

The claim is well-supported: Reuters first reported it and CNBC, Bloomberg, MarketWatch, and Channel News Asia independently carried the same figures, so the reporting sits close to an underlying company announcement or regulatory disclosure rather than speculation. The exact chip type and delivery timeline are not specified in the reporting, so the core number and structure are solid while technical details remain open.

How new

This was reported on 2026-09-08 as a newly announced deal, not resurfaced older material.

Go deeper

• Reuters via Google News
• CNBC