--- title: Qualcomm hands Amazon $4B of warrants to build custom... description: Qualcomm has issued Amazon warrants over 25 million shares (about $4B at $161.26/share) tied to commercial milestones and up to $60B of server chip purchases,... canonical: https://daily.dev/posts/qualcomm-hands-amazon-4b-of-warrants-to-build-custom-silicon-for-aws-8xjkwfvmk twitter:card: summary_large_image twitter:site: @dailydotdev og:type: website og:site_name: daily.dev og:title: Qualcomm hands Amazon $4B of warrants to build custom silicon for AWS | daily.dev og:description: Qualcomm has issued Amazon warrants over 25 million shares (about $4B at $161.26/share) tied to commercial milestones and up to $60B of server chip purchases,... og:url: https://daily.dev/posts/qualcomm-hands-amazon-4b-of-warrants-to-build-custom-silicon-for-aws-8xjkwfvmk og:image: https://api.daily.dev/og/posts/8xjKWFVmk.png og:image:alt: Qualcomm hands Amazon $4B of warrants to build custom silicon for AWS og:image:width: 1200 og:image:height: 630 og:locale: en --- > ## Documentation Index > Fetch the complete documentation index at: https://daily.dev/llms.txt > Use this file to discover all available pages before exploring further. # Qualcomm hands Amazon $4B of warrants to build custom silicon for AWS **[The Next Web](https://daily.dev/sources/tnw)** · 3 min read · 1 upvotes · 0 comments ## Summary Qualcomm has issued Amazon warrants over 25 million shares (about $4B at $161.26/share) tied to commercial milestones and up to $60B of server chip purchases, alongside a multi-generation custom silicon deal for AWS covering AI inference and optical connectivity up to 1.6T. Qualcomm will also run chip design workloads on Amazon Bedrock. The warrants expire September 3, 2036. This follows Qualcomm's June Dragonfly C1000 data center processor announcement with Meta as a 2028 customer and a $15B fiscal 2029 data center revenue target. Qualcomm is also one of three chipmakers (with Nvidia and AMD) supplying the EU's AI gigafactories program, though only about EUR 1B of the EUR 30B program is actually committed by Brussels, raising questions about the gap between chip access and genuine European AI sovereignty. ## Full article daily.dev links to this article rather than hosting it. Read it at the original source: ## Questions this post answers ### What did Qualcomm agree to give Amazon in their new chip deal? Qualcomm issued Amazon warrants over 25 million shares worth about $4B, exercisable at $161.26 each, vesting in tranches tied to commercial milestones and to Amazon purchasing up to $60B of Qualcomm server chips and technology. The warrants expire on September 3, 2036. The deal also includes a multi-generation custom silicon agreement covering AI inference and optical connectivity up to 1.6T using Qualcomm's SerDes and optical DSP. _Teams evaluating custom silicon and cloud chip supply deals can follow this shift on daily.dev._ ### Which chipmakers are supplying the EU's AI gigafactories program? Qualcomm, Nvidia, and AMD signed memoranda to supply the EU's AI gigafactories, a program covering up to seven sites and roughly EUR 30B, of which EUR 10B is public and only about EUR 1B from Brussels is actually committed. Construction starts early next year, with sites going online in mid-2028 and ten member states interested in hosting. _Anyone tracking EU chip sovereignty efforts can follow how these gigafactory commitments play out via daily.dev._ ### What is Europe's own data centre processor and how does it compare to US hyperscaler chips? Europe's data centre processor is Rhea1, an 80-core Arm design from SiPearl built on TSMC's N6 process, which powered on in May and is due by the end of the year. Unlike the Qualcomm silicon going to AWS, Rhea1 is destined for the Jupiter supercomputer at Julich rather than a hyperscaler, underscoring that Europe's gigafactory chip suppliers remain American. _Developers comparing regional chip strategies against hyperscaler silicon can track this on daily.dev._ ## Similar posts on daily.dev - [Qualcomm lands Meta as first named customer for its Dragonfly data centre chips](https://daily.dev/posts/qualcomm-lands-meta-as-first-named-customer-for-its-dragonfly-data-centre-chips-caoqvxqgf) · The Next Web · 0 upvotes · 0 comments - [Qualcomm bets on cloudy AI. Arm thinks it's getting edgy](https://daily.dev/posts/qualcomm-bets-on-cloudy-ai-arm-thinks-it-s-getting-edgy-osfhfrloc) · The Register · 0 upvotes · 0 comments - [Amazon hopes to challenge Nvidia more directly by selling its AI chips](https://daily.dev/posts/amazon-hopes-to-challenge-nvidia-more-directly-by-selling-its-ai-chips-ogfhlu4ye) · TechCrunch · 1 upvotes · 0 comments - [Marvell hands Google a $12.2bn share option in a custom-chip deal](https://daily.dev/posts/marvell-hands-google-a-12-2bn-share-option-in-a-custom-chip-deal-wktbmrosb) · The Next Web · 1 upvotes · 0 comments - [AWS CEO Matt Garman: ‘World will benefit from choice’ in AI chips](https://daily.dev/posts/aws-ceo-matt-garman-world-will-benefit-from-choice-in-ai-chips-c2u9jb6ba) · TechCentral · 2 upvotes · 0 comments --- Tags: [#aws](https://daily.dev/tags/aws), [#hardware](https://daily.dev/tags/hardware), [#ai-infrastructure](https://daily.dev/tags/ai-infrastructure) [View this post on daily.dev](https://daily.dev/posts/qualcomm-hands-amazon-4b-of-warrants-to-build-custom-silicon-for-aws-8xjkwfvmk) ```json {"@context":"https://schema.org","@graph":[{"@type":"Organization","@id":"https://daily.dev/#organization","name":"daily.dev","url":"https://daily.dev","logo":{"@type":"ImageObject","url":"https://daily.dev/apple-touch-icon.png","width":180,"height":180},"sameAs":["https://twitter.com/dailydotdev","https://github.com/dailydotdev","https://www.linkedin.com/company/daily-dev-ltd"]},{"@type":"WebSite","@id":"https://daily.dev/#website","url":"https://daily.dev","name":"daily.dev","publisher":{"@id":"https://daily.dev/#organization"},"potentialAction":{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https://daily.dev/search?q={search_term_string}"},"query-input":"required name=search_term_string"}}]} {"@context":"https://schema.org","@type":"TechArticle","headline":"Qualcomm hands Amazon $4B of warrants to build custom silicon for AWS","url":"https://daily.dev/posts/qualcomm-hands-amazon-4b-of-warrants-to-build-custom-silicon-for-aws-8xjkwfvmk","mainEntityOfPage":{"@type":"WebPage","@id":"https://daily.dev/posts/qualcomm-hands-amazon-4b-of-warrants-to-build-custom-silicon-for-aws-8xjkwfvmk"},"datePublished":"2026-09-08T18:31:48.730Z","dateModified":"2026-09-14T06:57:06.739Z","description":"Qualcomm has issued Amazon warrants over 25 million shares (about $4B at $161.26/share) tied to commercial milestones and up to $60B of server chip purchases,...","image":"https://media.daily.dev/image/upload/f_auto,q_auto/v1/posts/e336131d759e9a117387dd6bd60fba58?_a=AQAEuop","thumbnailUrl":"https://media.daily.dev/image/upload/f_auto,q_auto/v1/posts/e336131d759e9a117387dd6bd60fba58?_a=AQAEuop","isAccessibleForFree":true,"articleSection":"The Next Web","inLanguage":"en","publisher":{"@type":"Organization","name":"daily.dev","url":"https://daily.dev","logo":{"@type":"ImageObject","url":"https://daily.dev/apple-touch-icon.png","width":180,"height":180}},"author":{"@type":"Organization","name":"The Next Web","logo":"https://media.daily.dev/image/upload/t_logo,f_auto/v1/logos/tnw","url":"https://daily.dev/sources/tnw"},"commentCount":0,"discussionUrl":"https://daily.dev/posts/qualcomm-hands-amazon-4b-of-warrants-to-build-custom-silicon-for-aws-8xjkwfvmk","interactionStatistic":[{"@type":"InteractionCounter","interactionType":{"@type":"LikeAction"},"userInteractionCount":1},{"@type":"InteractionCounter","interactionType":{"@type":"CommentAction"},"userInteractionCount":0}],"keywords":"aws,hardware,ai-infrastructure","timeRequired":"PT3M"} {"@context":"https://schema.org","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https://daily.dev"},{"@type":"ListItem","position":2,"name":"The Next Web","item":"https://daily.dev/sources/tnw"},{"@type":"ListItem","position":3,"name":"Qualcomm hands Amazon $4B of warrants to build custom silicon for AWS"}]} {"@context":"https://schema.org","@type":"FAQPage","@id":"https://daily.dev/posts/qualcomm-hands-amazon-4b-of-warrants-to-build-custom-silicon-for-aws-8xjkwfvmk#faq","mainEntity":[{"@type":"Question","name":"What did Qualcomm agree to give Amazon in their new chip deal?","acceptedAnswer":{"@type":"Answer","text":"Qualcomm issued Amazon warrants over 25 million shares worth about $4B, exercisable at $161.26 each, vesting in tranches tied to commercial milestones and to Amazon purchasing up to $60B of Qualcomm server chips and technology. 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