AWS is using Qualcomm for AI inference while Qualcomm uses AWS Bedrock to design the chips
Qualcomm will design custom AI inference chips for AWS while using Bedrock for chip design, its third major data center win since June.
Qualcomm is designing custom AI inference chips for AWS across multiple product generations and co-developing optical interconnects with up to 1.6 Tbps bandwidth. In return, Qualcomm uses Amazon Bedrock to accelerate its chip design process. The deal is Qualcomm's third major data center win since June, after Meta adopted the Dragonfly C1000 server processor and Microsoft began deploying Qualcomm's HBC memory architecture in Azure; Qualcomm targets $15 billion in data center revenue by 2029.
- Qualcomm designs custom inference chips across multiple AWS generations, plus 1.6 Tbps optical interconnects
- Follows wins with Meta (Dragonfly C1000) and Microsoft (HBC memory architecture in Azure)
- Qualcomm targets $15 billion data center revenue by 2029; uses Bedrock to speed chip design
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Qualcomm is designing custom chips for AWS across multiple product generations, with a focus on AI inference. The two companies are also working on optical interconnects with bandwidth up to 1.6 terabits to handle the growing data traffic in AI infrastructure. Qualcomm brings its track record in power-efficient chip design, while Amazon contributes its cloud infrastructure. In return, Qualcomm uses AWS services like Amazon Bedrock to speed up its chip design process.
Amazon is Qualcomm's third big data center win since June. Meta is taking the Dragonfly C1000 server processor, and Microsoft is deploying Qualcomm's HBC memory architecture in Azure. Qualcomm aims to hit $15 billion in data center revenue by 2029.
AWS is adding Qualcomm's designs alongside its own Trainium, Graviton, and Nitro chip families. The move targets inference workloads, where energy cost per token drives the bottom line. Efficiency is also Qualcomm's focus at the other end of the stack, on edge devices. In March, Qualcomm's AI research division released a framework that runs reasoning models on smartphones.
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