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Qualcomm, AWS Partner on Up to $60B AI Semiconductors

9/9/2026

Summary

Qualcomm Partners AWS

Qualcomm announced a data-center AI partnership with Amazon Web Services.
Qualcomm granted Amazon warrants for 25 million shares at $161.26 each, a $4 billion investment.
The companies signed a long-term supply deal worth up to $60 billion for custom AI data-center semiconductors.
Qualcomm aims for $15 billion in data-center semiconductor revenue by fiscal 2029.

Summary

Verizon Secures Fiber

Verizon signed a multiyear, multi-billion-dollar fiber supply agreement with Corning through 2032.
Corning must deliver over 80 million miles of high-density optical fiber under the deal.
Verizon’s AI Connect program will retrofit central offices into edge data centers for inference computing.
Comcast and Charter Communications are also advancing AI-edge capabilities, intensifying competition in fiber services.
A May 2026 Gallup poll found 71 % of Americans oppose new data-center construction in their neighborhoods.

History

Historical Context

In February 2010 Google unveiled the Google Fiber project, targeting 500,000 homes and launching service in Kansas City in 2012, which prompted AT&T and cable firms to roll out gigabit plans. A $1 billion annual wiring cost estimate and a Goldman Sachs projection of $1.25 billion per year to connect 830,000 homes show how the push for ultra-fast connectivity now drives AI and edge-computing deployments.

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Qualcomm Partners AWS

Qualcomm announced a data-center AI partnership with Amazon Web Services.
Qualcomm granted Amazon warrants for 25 million shares at $161.26 each, a $4 billion investment.
The companies signed a long-term supply deal worth up to $60 billion for custom AI data-center semiconductors.
Qualcomm aims for $15 billion in data-center semiconductor revenue by fiscal 2029.

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