Qualcomm & AWS Ink Multi-Generation Deal for Custom AI Silicon & Optical Connectivity
Qualcomm and Amazon Web Services announced a multi-generation agreement covering custom AI inference silicon and 1.6T optical connectivity for AWS data centers. The deal is structured around a warrant for up to 25 million Qualcomm shares at $161.26 per share, vesting as AWS meets purchase milestones, with a $60 billion ceiling on silicon and connectivity purchases through 2036.
Cloudera and VAST Data Partner to Build an NVIDIA-Powered Enterprise AI Factory
Cloudera and VAST Data have announced a strategic partnership to deliver a unified “AI factory” architecture that combines Cloudera’s containerized data services with the VAST AI Operating System.
The partnership pairs Cloudera’s lakehouse-based data engineering, governance, and AI services with VAST’s Disaggregated Shared Everything storage architecture, built on the NVIDIA AI Data Platform reference design. The joint offering addresses GPU starvation, in which expensive accelerator clusters sit idle because data pipelines cannot feed them fast enough to sustain training and inference workloads.
Atlassian Team ’26: Context as Infrastructure
At Atlassian’s recent Team’26 conference, the company released a broad set of announcements organized around the thesis that organizational context is the primary source of AI differentiation. The announcements clearly show that Atlassian intends to serve as the infrastructure layer that makes that context actionable