Microsoft may be the next hyperscaler to sign a deal with Qualcomm for data center chips.
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Amazon Delivers Fantastic News for Qualcomm Stock Investors
Sep 11, 2026
Qualcomm announced a significant multi-year deal with Amazon to supply chips for Amazon's data center AI infrastructure, potentially worth up to $60 billion. This follows a similar deal with Meta Platforms and highlights Qualcomm's expansion into new markets beyond smartphones, including PCs and automotive. The author has consistently rated Qualcomm stock as a buying opportunity throughout the year.
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Alphabet may be the next hyperscaler to sign a deal with Qualcomm for data center chips.
Amazon has its own proprietary chips for AI infrastructure, competing with Nvidia and AMD.
Meta Platforms has also signed a deal with Qualcomm for data center chips, indicating confidence in Qualcomm's product development.
Qualcomm stock is a buying opportunity due to a new multi-billion dollar deal with Amazon for data center chips, following a similar agreement with Meta.
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QCOMbuy opened Sep 11, 2026
-5.42%