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Another day, another chip company-A deal. This time, it's Qualcomm, best known for its mobile phone chips (such as the modem in most iPhones). What Qualcomm is not known for is selling chips for data center servers, despite its valiant attempts to do so in the past. Will this time be different? We'll see. At least Qualcomm has a customer for its AI chips—Humain, the Saudi Arabian AI startup that's building data centers in that country. Qualcomm stock jumped 11% on Monday, as stocks tend to do when a company announces an AI deal (see: AMD, Broadcom, Oracle). Investors may have overreacted. Humain has also announced deals with Nvidia, the dominant AI chip designer, and AMD, which is trying to catch up to Nvidia. Humain is doing what OpenAI has done—hedge its bets on chip supply by striking deals with anyone that has a pulse. That makes sense for the Saudis, but it means there's no certainty about how significant the Humain deal will end up for Qualcomm. Indeed, Humain's deals with Nvidia and AMD involve more than twice as much capacity as the one with Qualcomm.
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Another day, another chip company-A deal. This time, it's Qualcomm, best known for its mobile phone chips (such as the modem in most iPhones). What Qualcomm is not known for is selling chips for data center servers, despite its valiant attempts to do so in the past. Will this time be different? We'll see. At least Qualcomm has a customer for its AI chips—Humain, the Saudi Arabian AI startup that's building data centers in that country. Qualcomm stock jumped 11% on Monday, as stocks tend to do when a company announces an AI deal (see: AMD, Broadcom, Oracle).
Investors may have overreacted. Humain has also announced deals with Nvidia, the dominant AI chip designer, and AMD, which is trying to catch up to Nvidia. Humain is doing what OpenAI has done—hedge its bets on chip supply by striking deals with anyone that has a pulse. That makes sense for the Saudis, but it means there's no certainty about how significant the Humain deal will end up for Qualcomm. Indeed, Humain's deals with Nvidia and AMD involve more than twice as much capacity as the one with Qualcomm.
Some history might be relevant: Longtime readers of The Information might recall that Qualcomm in 2021 got close to selling its first AI data center chip, the AI 100, to Meta Platforms, before the deal fell through. (Humain's deal is for the AI 200 and 250.) In Qualcomm's favor, our story revealed that Meta felt the Qualcomm chip performed well, and its decision not to use it related to the software that accompanied the chip rather than the hardware. The quality of Qualcomm's AI chips perhaps shouldn't come as a surprise, as its mobile chips have long been regarded as top-notch (something you notice when you're using a phone without a Qualcomm chip, such as Google's Pixel). To give it a leg up in data centers, Qualcomm announced the $2.4 billion purchase of Alphawave Semi in June. Qualcomm can also argue that its chips already power AI models on smartphones and personal computers. And the company knows how to make power-efficient chips, given that conserving batteries is vital in smartphones. Power efficiency is also top of mind right now for data center operators.
A lot is at stake for Qualcomm. The glory days of the mobile market, by far its biggest source of revenue, are over. People aren't buying new smartphones as often as they once did, which means sales of new mobile chips aren't growing as fast. Meanwhile, Apple has begun moving away from Qualcomm modems in favor of one it has developed internally. (For more on the Apple-Qualcomm history, see here.) Qualcomm has been trying for a long while to build up businesses selling chips for cars, mixed reality headsets and personal computers. But those businesses remain relatively small. To avoid becoming another Intel, Qualcomm needs something new to break through. Could AI data chips help?
Amazon's Purge
The long-predicted wave of AI-inspired job cutting may be underway. Reuters reported on Monday that Amazon was about to lay off 30,000 people, nearly 10% of its white-collar workforce (most of Amazon's 1.5 million employees work in warehouses). That's a big layoff on any scale, although it's not unprecedented for Amazon. The company laid off a total of 27,000 people in two waves in late 2022 and early 2023.
Amazon CEO Andy Jassy has telegraphed that cuts were coming. In June, he sent a note to staff about how the use of AI tools would change how Amazon operates. One outcome: "We will need fewer people doing some of the jobs that are being done today, and more people doing other types of jobs. It's hard to know exactly where this nets out over time, but in the next few years, we expect that this will reduce our total corporate workforce as we get efficiency gains from using AI extensively across the company."
Amazon surely won't be alone. One of the big arguments for companies to adopt AI is to cut the amount of money they devote to labor, venture capitalists say. The big question is, what will we all do when AI has taken our jobs?
In Other News
• Forge Global, a publicly traded platform for trading stakes in privately held startups, is exploring a sale, the Financial Times reported.
• Chinese artificial intelligence startup MiniMax launched a new open-source large language model on Monday whose performance is ranked the highest among such models on some leaderboards.
Today on The Information's TITV
Check out our latest episode of TITV where we speak with Phin Barnes of The General Partnership about the evolution of venture capital.
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