product2 publishers
Amazon's Qualcomm warrant vests in tranches tied to up to $60bn in chip purchases
The warrant runs to 2036 and the purchase ceiling is four times Qualcomm's own 2029 data centre target, which says more about who the deal reassures than about anything an AWS customer can provision this quarter.
Reality
- Evidence62
- Adoption25
- Hype gap+32
- Incentives72
- Confidence66