Semiconductor design giant Qualcomm is tipped to deepen its partnership with Amazon’s Amazon Web Services (AWS) business for its AI chips, suggests a report from banking giant Wells Fargo. The pairing will play into AWS’s strategy of improving operating margins with the AI chips that it uses and lower the overall inference costs that are driven by AI accelerator costs, suggests the bank. Wells Fargo’s report comes as some rumors have suggested that Qualcomm might launch its AI CPUs to target the growing demand of agentic computing, which has shifted the focus back to CPUs in the AI infrastructure buildout. […]
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