QCOM

The move toward custom silicon by hyperscalers like AWS is part of a broader trend of vertical integration in tech, reducing reliance on traditional chipmakers. This could reshape the competitive landscape for computing, with implications for decentralized networks that compete with centralized cloud services. Additionally, the EU gigafactories mention ties into the AI infrastructure race, which often correlates with demand for crypto assets tied to AI and data processing.

Qualcomm

Amazon

Qualcomm issued Amazon warrants worth about $4B over 25 million shares, vesting against commercial milestones and up to $60B of server chip purchases, as part of a multi-generation custom silicon deal for AWS.

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