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Why Amazon Is Diversifying Its AI Chip Supply

Amazon’s expanded relationship with Qualcomm is reigniting debate over “circular financing” in the AI boom. Advisors Capital Management Partner and Portfolio Manager JoAnne Feeney discusses how the deal gives Amazon another source of custom chips and could reduce its reliance on Nvidia, while giving Qualcomm greater confidence to invest in capacity. She joins Bloomberg's Riley Griffin on "Bloomberg Tech." (Source: Bloomberg)

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BloombergLean L·1h ago
Why Amazon Is Diversifying Its AI Chip Supply
Amazon’s expanded relationship with Qualcomm is reigniting debate over “circular financing” in the AI boom. Advisors Capital Management Partner and Portfolio Manager JoAnne Feeney discusses how the deal gives Amazon another source of custom chips and could reduce its reliance on Nvidia, while giving Qualcomm greater confidence to invest in capacity. She joins Bloomberg's Riley Griffin on "Bloomberg Tech." (Source: Bloomberg)
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Why Amazon Is Diversifying Its AI Chip Supply

How 1 sources are covering this

Why Amazon Is Diversifying Its AI Chip Supply

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