QCOM · News · 20260915N

AI Infrastructure Competition

QUALCOMM INC/DE · 2026-09-15 · Importance 34 · Surprise 42

Qualcomm’s entry into Amazon’s AI custom-silicon and optical-connectivity ecosystem creates new competition for Marvell in AWS-related infrastructure. Marvell continues to have broad AWS engagement, particularly in interconnect, switching and Photonic Fabric. The report indicates Qualcomm is expanding from mobile processors into hyperscale AI infrastructure, while Marvell’s data-center revenue grew 46% year over year in its second quarter of fiscal 2027.