Blow to NVIDIA Monopoly: AWS to Buy Up to $60B in Qualcomm Inference Chips

The AI hardware market is undergoing radical diversification. On September 8, 2026, Qualcomm and Amazon (AWS) signed a multi-generational agreement to create and supply specialized chips for data centers. The potential purchase volume is estimated at a colossal $60 billion.

The deal is focused exclusively on inference—the process of running already trained AI models. AWS physically cannot build the unit economics of generative services on expensive, energy-intensive NVIDIA processors. Qualcomm, in turn, issued Amazon a $4 billion warrant contingent on purchase volumes. The partnership also includes the development of optical interconnects with a bandwidth of 1.6 Tbps. For the B2B industry, this marks the end of the "green company's" monopoly in the AI operational phase. Hyperscalers are switching to custom, energy-efficient silicon, which will inevitably crash the cost of API requests for end businesses.

Source: Qualcomm / Amazon / Reuters