Despite being late to the Data center party, QUALCOMM Incorporated (NASDAQ: QCOM) may finally have found the path to becoming a meaningful data center chip supplier. The problem, however, is that Wall Street may already be giving it credit for much of an opportunity the company has yet to prove it can capture. On September […]

The 2nm smartphone chip race is heating up. MediaTek today unveiled its next-generation flagship Dimensity 9600 Pro, built on TSMC’s 2nm process. Acco...

MediaTek's Dimensity 9600 Pro, the first 2nm TSMC chip, debuts Sept 22 in Oppo's Find X10 Pro Max with a 51% faster on-device AI prefill rate.

Amazon.com, Inc. (NASDAQ: AMZN) has given QUALCOMM Incorporated (NASDAQ: QCOM) a measurable target for its AI infrastructure ambitions, with a potential

Marvell Technology faces new competition as Qualcomm enters Amazon

At the close on September 14, 2026, Qualcomm stock finished at USD 180.15 on the Nasdaq, down 1.0 pe

QUALCOMM Incorporated (NASDAQ:QCOM) is trying to replace part of a fading smartphone dependency with AI infrastructure, and Amazon.com, Inc. (NASDAQ:AMZN) just gave investors a large number to measure it against. Qualcomm’s September 8 SEC filing ties Amazon warrants to commercial arrangements, binding orders and actual purchases that can reach a maximum of $60 billion. That […]

Qualcomm (NasdaqGS:QCOM) is collaborating with Cornelis Networks on new AI data center networking and programmable compute infrastructure. Cornelis Networks has introduced its Active Compute Fabric, an open architecture focused on scale-up and scale-out AI networking with embedded compute. The partnership extends Qualcomm Technologies

A 6% intraday jump to $181.07 adds roughly $11 billion to a $193 billion megacap, an outsized single-session move for a chipmaker this size. Whether it holds into the close is the tell.

Earlier this month, Qualcomm Technologies announced a multi-generation collaboration with Amazon to develop customized AI data center silicon and high-performance optical connectivity solutions, while also deepening its use of Amazon’s AI infrastructure for chip design workloads. A distinctive feature of the agreement is the combination of large-scale AI chip supply potential with Amazon warrants for up to US$4.00 billion of Qualcomm stock, tying Qualcomm’s AI progress directly to Amazon’s...