Wells Fargo Predicts AWS May Purchase Qualcomm AI200 Chips to Reduce AI Inference Costs

en.Wedoany.com Reported - A recent research report from Wells Fargo indicates that Qualcomm is likely to deepen its collaboration with Amazon's AWS division in the field of artificial intelligence chips, supplying AWS with next-generation AI chip products, including the AI200.

The report analyzes that this direction of cooperation aligns closely with AWS's strategy to reduce AI inference costs and improve operating profit margins through self-developed or third-party customized AI chips.

Qualcomm released the AI200 chip in October 2025, which supports up to 768GB of memory per chip. Additionally, Qualcomm has introduced a rack-level AI inference solution specifically designed for the AI200 chip, targeting inference tasks for large language models (LLMs), multimodal models (LMMs), and other AI workloads.

With the AI200 expected to scale up deployment in 2026, Wells Fargo believes that AWS is likely to become Qualcomm's most important hyperscale cloud partner. Currently, AWS already offers services based on Qualcomm's AI100 Ultra chip, which has demonstrated a relatively strong price-performance advantage compared to competitors.

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