Qualcomm, Apple, and Amazon are collaborating on high-performance optical connectivity for AI, with a deal to purchase up to $60 billion in AI data center chips.

The entities involved

• Qualcomm →

  American global semiconductor company

  • Talks regarding potential acquisition of AI-chip startup Tenstorrent involving Qualcomm.Mon 10:59
  • Norges Bank bought a new position in Qualcomm shares, coinciding with buy ratings and price targets from TD Cowen, reported by MarketBeat.Mon 06:47
• Apple Inc. →

  American multinational technology company based in Cupertino, California

  • Apple is utilizing TSMC for advanced chip manufacturing, a trend observed alongside market pricing pressures affecting sales volume.Mon 17:45
  • Apple Inc. stock is traded on Nasdaq, and Jefferies Financial Group restated a hold rating on the company.Mon 17:22
• Amazon →

  American multinational technology company

  • Nvidia is expanding its platform deployment across major cloud providers, including Google Cloud and Microsoft Azure.Mon 17:31
  • Arianespace, a subsidiary of ArianeGroup, launched satellites for Amazon Leo constellation, supporting ESA's access to space.Mon 17:10

Related events

• Leading AI semiconductor companies are partnering to supply custom AI chips and optical connectivity for next-generation AI servers.Sep 9
• Amazon, Qualcomm, and Marvell Technology announced a partnership focused on leveraging custom chips for data centers and driving AI semiconductor revenue.Sep 10
• Nvidia and Broadcom are operating in the AI chip sector, and both companies are actively involved in building AI data centers.Jun 23
• Amazon partners with Qualcomm on custom AI chips, while AT&T becomes a major customer for Amazon Leo. Amazon is also diversifying away from Nvidia.Sep 9
• Qualcomm, TSMC, and AWS are collaborating on achieving key milestones for next-generation custom AI data center chip manufacturing.Sep 11