Why Amazon Is Diversifying Its AI Chip Supply
THE SO WHAT
Amazon leaning into Qualcomm for custom AI chips—while debate flares over “circular financing”—underscores that hyperscalers will trade equity and volume commitments for supply security and Nvidia leverage. If you’re a large AI buyer, the takeaway is simple: start negotiating multi-vendor silicon roadmaps now, or accept that your cost curve will be set by someone else’s exclusivity deals.
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