Qualcomm's partnership with Amazon validates its data center entry, supporting its $15B target and countering skepticism.

much-needed news for Qualcomm here. As we can see here, Qualcomm manufactures these chips for Amazon. we spent two years talking about Qualcomm's data center business , and how this company could become a force in this particular field.

we knew Qualcomm needed a few major customers and needed gains like these to prove its worth. Therefore, the ability to reach a deal with a total value of approximately $60 billion in potential business.

Of course, I would say that this is not the ceiling if this success is to be written, but it also appears that there is a $9 billion commitment based on the collateral structure for all the underlying commitments that already exist.

This covers their custom chips and networks, and Qualcomm's ability to build low-power chips certainly provides Amazon with a different toolkit to use alongside its internally developed chips , and of course the commercial chips it already uses.

It helps them reach the $15 billion target they've been talking about for a while, and it should certainly silence some of the skeptics who questioned Qualcomm's ability to enter this field.

Regarding Qualcomm's ambitions in the field of artificial intelligence, I mean that this is a company that has entered the field of data centers.

This was something some investors found difficult to understand as to whether Qualcomm would be able to fully recover. It did , but Qualcomm then moved into the automotive and Internet of Things sectors, Nations, they were present in this field .

Therefore, they made some smart acquisitions. They have made acquisitions in the areas of software, networking, and intellectual property to be essentially able to build custom chips that can accelerate AI workloads , and central processing units , just like Intel, AMD, ARM, and others.

So, they are building a diversified portfolio for companies like AWS, and here's the surprise, Nicole, it's not just about Amazon.

Today I received many inquiries about whether this is a sign of strength for Qualcomm. Is this an indicator of weakness in Amazon Web Services (AWS)? What's going on ? The thing is, it's a force on all fronts.

so they are now looking for new, highly efficient partners, and that's where Qualcomm came in at the right time. Qualcomm, with its history, experience, energy efficiency, and acquisitions, is very complementary to what Amazon is trying to do.