GoKawiilQualcomm shares jump 4% after AWS data center chip partnership, $4B warrant deal
Qualcomm's stock rose 4% on Tuesday following news that it will supply customized silicon for Amazon Web Services' AI infrastructure, with a focus on inference workloads. As part of the deal, Qualcomm granted Amazon warrants to purchase 25 million shares at $161.26 each, valuing the arrangement at roughly $4 billion.
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This partnership marks Qualcomm's deepening push beyond smartphone chips into the lucrative AI data center market, positioning it as a credible rival to Nvidia. Landing AWS as a customer, alongside its earlier Meta agreement for the Dragonfly C1000 CPU, strengthens Qualcomm's roadmap toward its stated $15 billion data center revenue target by fiscal 2029.
- Qualcomm stock climbed 4% on the AWS partnership news.
- Amazon received warrants for 25 million Qualcomm shares at $161.26 each, worth about $4 billion.
- The deal builds on Qualcomm's data center push, including its Dragonfly C1000 CPU deal with Meta.
Microsoft Surface Laptop (Snapdragon X Elite) — If Qualcomm's push into AI infrastructure has you curious about its silicon, the Snapdragon X Elite-powered Surface Laptop is the easiest way to try that power-efficient Arm architecture yourself. It's built for long unplugged sessions and on-device AI features, showing off exactly the efficiency angle Qualcomm is pitching to AWS.
See Microsoft Surface Laptop (Snapdragon X Elite) on Amazon → Affiliate link — we may earn a commission on purchases, at no extra cost to you. Product picked by AI based on this article; it is not a tested recommendation.Source: cnbc.com — Ari Levy, 2026-09-08
Published there as: “Qualcomm stock pops on data center infrastructure deal with Amazon”
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