COMPANIES · AI CHIPS & NETWORKING
Qualcomm
Qualcomm is a semiconductor and wireless-technology company best known for Snapdragon mobile chips that in October 2025 began offering AI200 and AI250 accelerator chips for data-center AI inference.
Qualcomm is a semiconductor and wireless-technology company best known for Snapdragon mobile chips that in October 2025 began offering AI200 and AI250 accelerator chips for data-center AI inference.
Qualcomm's launch of the AI200 and AI250 data-center inference chips, paired with a deployment deal with Saudi Arabia's HUMAIN, marks its entry into the rack-scale AI accelerator market where Nvidia is the leading GPU supplier.
Qualcomm earns revenue mainly by selling semiconductor chips for smartphones and other devices and by licensing its wireless patent portfolio, and has recently begun selling AI inference chips and rack systems to data-center customers.
United States (San Diego, California)
AI chips and networking. The companies designing the processors, accelerators and networking equipment that do the actual computing behind AI, including GPUs like NVIDIA's, and the high-speed connections that link thousands of them together.
Connections (15)
Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.
Current relationships (7)
Source: 2026-06-10 · reviewed 2026-09-24
Evidence: Primary-source statement · Reported operating
Limits: NEURA's own release. It does not state the amount invested, the stake acquired, or that Qualcomm silicon is used in NEURA robots.
NEURA Robotics Announces Record Series C of up to $1.4B ↗Source: 2026-01-06 · reviewed 2026-09-22
Evidence: Secondary reporting of an on-record executive statement · Reported operating
Limits: Confirms an active engineering collaboration announced at CES 2026; does not establish a shipping product, volumes, or exclusivity for Figure's humanoid line.
Qualcomm Introduces a Full Suite of Robotics Technologies, Powering Physical AI from Household Robots up to Full-Size Humanoids ↗Source: 2026-01-05 · reviewed 2026-09-22
Evidence: Secondary reporting of an on-record executive statement · Reported operating
Limits: Describes an automotive software/AI collaboration only; does not establish revenue sharing, exclusivity, or extend to Qualcomm's other product lines.
Qualcomm's 'Digital Chassis' is Reinventing the Car—And Google is Helping ↗Source: 2026-01-02 · reviewed 2026-09-22
Evidence: Secondary reporting (unconfirmed by primary parties) · Reported operating
Limits: Confirms Qualcomm silicon runs the RAV4's infotainment system; does not establish deal value, exclusivity, or whether Qualcomm chips are used in Toyota's driver-assistance/autonomy stack.
Qualcomm supplies cockpit platform for Toyota RAV4 ↗Source: 2025-09-30 · reviewed 2026-09-20
Evidence: Primary-source statement · Underlying architecture license confirmed valid and ongoing after litigation concluded in Qualcomm's favor
Limits: Confirms the license's validity was upheld in court; does not state royalty rates or the full scope of license terms beyond what was litigated.
Qualcomm Achieves Complete Victory Over Arm in Litigation Challenging Licensing Agreements ↗Source: 2022-07-14 · reviewed 2026-09-20
Evidence: Secondary reporting (unconfirmed by primary parties) · Reported operating
Limits: This reflects industry reporting on foundry allocation for specific chip generations; it does not prove TSMC manufactures all current Qualcomm products, since Qualcomm has also used Samsung Foundry for some chips, and neither company has published exhaustive volume or exclusivity details.
TSMC to exclusively manufacture next-gen Qualcomm Snapdragon flagship chips ↗Source: 2016-06-21 · reviewed 2026-09-22
Evidence: Primary-source statement · Reported operating
Limits: A 2016 supplier-award announcement; does not establish current production volumes, exclusivity, or whether this relationship remains active today.
Amkor Technology Receives Qualcomm Technologies' 2015 Supplier of the Year Award ↗Dated or announced (5)
Source: 2026-09-11 · reviewed 2026-09-22
Evidence: Secondary reporting (unconfirmed by primary parties) · Reported talks
Limits: Describes ongoing negotiations, not a signed contract; timing and pricing remain unresolved, and the claim is sourced to a Korean outlet (The Bell) via trade press, not confirmed directly by Samsung or Qualcomm.
Samsung-Qualcomm 2nm Deal May Slip to 2027; Foundry Resists Lower Pricing as Process Stabilizes ↗Source: 2026-09-09 · reviewed 2026-09-22
Evidence: Secondary reporting of an on-record executive statement · Historical / announced
Limits: Does not establish that the warrants have vested or that AWS has yet purchased the associated chip volumes; vesting depends on AWS meeting future commercial milestones through 2036.
Qualcomm Lands $60 Billion Custom Silicon and 1.6T Optics Deal with AWS, Backed by a $4 Billion Warrant ↗Source: 2026-09-09 · reviewed 2026-09-22
Evidence: Secondary reporting of an on-record executive statement · Historical / announced
Limits: Does not establish that the full $60 billion has been contracted or paid; the figure is a ceiling tied to warrant-vesting milestones, not confirmed committed spend to date.
Qualcomm Lands $60 Billion Custom Silicon and 1.6T Optics Deal with AWS, Backed by a $4 Billion Warrant ↗Source: 2026-09-08 · reviewed 2026-09-20
Evidence: Primary-source statement · Newly signed multi-generation agreement; first commercial shipments not expected until roughly 2027
Limits: Confirms a signed collaboration and an associated stock-warrant structure; does not confirm current chip shipments, AWS's total future purchase volume, or exclusivity.
Qualcomm Announces Multi-Generational Product Collaboration with Amazon to Build Next-Generation AI Data Center Infrastructure ↗Source: 2026-06-26 · reviewed 2026-09-20
Evidence: Primary-source statement · Multi-generation supply agreement announced; first products not due until H2 2028
Limits: Confirms a named supplier agreement and a future production start date; does not confirm current shipments, order volume, or contract value.
Qualcomm and Meta Announce Strategic Multi-Generation Agreement on Data Center CPUs ↗Comparisons (3)
Source: 2025-10-27 · reviewed 2026-09-20
Evidence: Analytical comparison · Announced
Limits: This shows Qualcomm entering the same product category as Nvidia's inference GPUs; it does not prove Qualcomm has won Nvidia customers, matches Nvidia's performance, or has meaningfully changed Nvidia's market share.
Qualcomm launches AI200 and AI250 chip offering, targeting inferencing workloads at rack-scale ↗Source: 2025-10-27 · reviewed 2026-09-22
Evidence: Analytical comparison · Ongoing market competition
Limits: Reflects analyst/press framing of market overlap, not a statement by either company; does not establish market share, revenue impact, or head-to-head customer wins.
Qualcomm Debuts AI200 and AI250 Chips as It Moves Into AI Infrastructure ↗Source: 2025-10-27 · reviewed 2026-09-22
Evidence: Analytical comparison · Ongoing market competition
Limits: Reflects an analyst's market-positioning assessment, not a statement by either company; Intel's Crescent Island was not yet shipping as of the source date.
Qualcomm's AI Chip Push Targets Data Centers ↗HUMAIN and QUALCOMM to deploy AI Infrastructure in Saudi Arabia For Global Inferencing ↗
Reviewed
Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.22, released .