$Intel(INTC.US)$'s reported CPU price hikes, $Advanced Micro Devices(AMD.US)$'s upbeat demand outlook and $Qualcomm(QCOM.US)$'s Amazon AI chip deal are putting ...

Qualcomm Technologies has announced a multi-generational collaboration with Amazon focused on customized silicon for large-scale AI data centers, as the companies expand their work across AI inference and advanced optical connectivity.

Marvell’s broad hyperscaler footprint and custom-chip ambitions are helping it shrug off fresh competitive pressure in AI infrastructure.

Qualcomm has spent the past year courting major cloud infrastructure providers with custom AI processors and data-center technologies as cloud firms actively seek alternatives to Nvidia's market-dominant graphics processors.

Amazon’s custom AI silicon push gives Qualcomm a fresh growth avenue beyond smartphones, with analysts reassessing the chipmaker’s prospects.

A number of stocks jumped in the afternoon session after Qualcomm announced a multi-generational product collaboration with Amazon Web Services to develop custom AI data center infrastructure, while ASML, TSMC, and Intel achieved key milestones in next-generation chip manufacturing. According to a Qualcomm press release, the chipmaker announced a multi-generational product collaboration with Amazon Web Services (AWS) to develop custom AI data center infrastructure. The strategic partnership focu

$Qualcomm (QCOM.US)$ • Amazon receives warrants to buy 25 million QCOM shares at $161.26/share, equivalent to a $4B investment. • Qualcomm will develop multiple generations of custom AI inference chips for AWS. • The warrants expire on Sept 3, 2036, tied to commercial milestones and AWS potentially purchasing up to $60B worth of Qualcomm server chips/technology. • Qualcomm targets $15B in data‑center revenue by FY...

Hello, moomoo users! Good morning![Awkward]Here are today's key morning update points. ● [Tokyo Stock Market Forecast Range] ¥64,800 - ¥65,500 (Closing price on the 8th: ¥65,269.33) ● [Breaking] NY crude oil futures rise to near $94 following Iranian media reports of explosion sounds at Kharg Island, Iran (Fisco) ● US military attacks several Iranian oil tankers - Reports (Jiji Press) ● [NY Forex] Yen trades near 154 level (8th) (Jiji Press) ● [Key Figure Comments] US Treasury Secretary: "If we intervene in the yen market, I have a clear outlook" (Trader’s Web) ● Qualcomm partners with Amazon on AI semiconductors, to supply up to $60 billion worth (Reuters) ● Meta releases AI agent capable of accessing other apps to send emails and make payments (Reuters) ● US accuses Chinese AI firms of "malicious" imitation of AI technology (Reuters) Market Overview ◆ US stocks continued to fall on the 8th. Crude oil futures rose as tensions in the Middle East escalated due to retaliatory attacks …

Qualcomm inks AI chip, optical networking deal with Amazon - SiliconANGLE

Qualcomm has signed a long-term supply agreement with Amazon worth up to $60 billion for custom AI data center semiconductors. The two companies will…