亚马逊获40亿美元期权可增持高通股份

$AMZN signs a new deal with $QCOM, giving Amazon the right to buy a ~$4B stake of Qualcomm through warrants.

At this rate.. Amazon will be more of a semi ETF than $NVDA?

Given their existing equity/warrants with AlChip, $MRVL, $ALAB, $AAOI, and others.

This of course is linked with up to $60B in milestone revenue from Amazon/Qualcomm custom silicon partnership.

Good for both companies, moreso Qualcomm.