Amazon AI collaboration gives Qualcomm stock a data center test

Published on 10/28/2026 at 17:21 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Qualcomm and Amazon are building customized silicon for AI data centers. Qualcomm stock costs EUR 163.22 on October 28, 2026 before November 4 results.

Amazon adds a concrete AI infrastructure angle

Qualcomm and Amazon are collaborating on customized silicon and optical connectivity for AI data centers.
The collaboration adds a commercial anchor to Qualcomm's plan to expand beyond handset chips.
Qualcomm stock stood at EUR 163.22 at Lang & Schwarz on October 28, 2026 at 5:14 p.m. CEST.

Qualcomm, US7475251036, Illustration mit AI erstellt.

Qualcomm (ISIN US7475251036) is giving its diversification story a concrete AI infrastructure anchor through a collaboration with Amazon. In a September 8, 2026 release, Qualcomm said the companies are working across multiple generations of customized silicon for AI data centers and on optical connectivity solutions extending up to 1.6T.

Amazon gives the strategy a customer

The significance is commercial rather than merely technological. Qualcomm's announcement identifies AWS as the intended infrastructure partner and places customized silicon, AI inference and high-bandwidth connectivity in one relationship. That gives the company's data-center expansion a named customer and a defined product scope.

The collaboration also adds substance to Qualcomm's broader non-handset plan. In its July 29, 2026 fiscal third-quarter release, Qualcomm said combined automotive and Internet of Things revenue grew 28 percent year over year and that non-handset revenue is targeted at USD 40.00 billion by fiscal 2029.

November 4 is the next operating test

The new AI infrastructure angle meets a near-term test when Qualcomm reports fiscal fourth-quarter and full-year 2026 results. The company said on October 22, 2026 that it will publish the figures after the market close on November 4, 2026, followed by a conference call at 1:45 p.m. Pacific Time, according to its official release. The report can show whether diversification is beginning to offset pressure in the handset business.

Stock price and investor perspective

Qualcomm's latest fiscal third-quarter results showed the tension clearly, with revenue of USD 9.90 billion and non-GAAP earnings per share of USD 2.21 for the quarter ended June 28, 2026. The Amazon relationship does not remove handset risk, but it makes the alternative growth path more specific.

Qualcomm was trading at EUR 163.22 at Lang & Schwarz on October 28, 2026 at 5:14 p.m. CEST.

The further course of trading is shown by the continuously updated real-time quote of Qualcomm stock.