AI news Sep 13, 2026

This week · press release September 8

Qualcomm's official press release fills in two things the regulatory filing left out: the purpose is inference, and optical interconnect goes up to 1.6T. The word Trainium does not appear anywhere in it.

When we recorded the Qualcomm and Amazon deal on September 9, all we had was the regulatory filing, which was entirely about money and said nothing about purpose. So we wrote at the time that we could not tell whether this is a supplier to AWS's in-house chip line or a third path. Today's official release describes the collaboration as three things: custom silicon explicitly limited to inference, not training; optical connectivity solutions "extending up to 1.6T" that will use Qualcomm's serializer-deserializer and optical signal-processing technology; and, in the other direction, Qualcomm buying more AWS services for chip design (Qualcomm official investor press release, 2026-09-08). ⚠️ Three flags: 1.6T is "extending up to," a ceiling, not the current state; the release names no amount, no product and no timeline; and Trainium, the name of AWS's in-house chip line, never appears. ⇒ The question is still open today, but there is now a checkable way to tell: find out whether Qualcomm's serializer-deserializer parts end up in the same racks as the existing suppliers to AWS's in-house line.