原文：

原文：
$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.

翻译：
$AMZN 与 $QCOM 签署新协议，赋予亚马逊通过认股权证购买约 40 亿美元的高通股份的权利。

按此速度……亚马逊将更像是半 ETF，而不是 $NVDA？

考虑到他们已持有 AlChip、$MRVL、$ALAB、$AAOI 等公司的股权/认股权证。

这自然与亚马逊/高通定制硅合作带来的最高 600 亿美元里程碑收入挂钩。

对两家公司都有利，尤其是高通。