amazon.com ↗Salesforce, Nvidia and AWS will plug agents, visual AI and voice assistance into Snap’s 2,195 USD glasses.
Qualcomm says the companies will build custom silicon for AWS AI infrastructure; Reuters says the agreement could cover up to 60B USD in products.
Reuters says hyperscaler borrowing for AI infrastructure is starting to meet portfolio limits, even while credit quality remains strong.
The company says it will co-design chips and models while still relying on AWS, Google, Nvidia and AMD hardware.
AWS is growing faster as Amazon spends heavily on data centers, chips and model access for enterprise customers.
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