Amazon Web Services (AWS) announced on February 9, 2026 that it has entered into a multi‑billion‑dollar commercial agreement with STMicroelectronics (STM). The partnership includes warrants that could allow AWS to acquire up to 24.8 million STM shares, representing roughly a 3% stake, with an exercise price of $28.38 and a seven‑year vesting schedule tied to payments for STM products and services.
The agreement gives AWS a guaranteed, long‑term supply of advanced semiconductor chips—high‑bandwidth connectivity, power‑efficient microcontrollers, and analog and power ICs—critical for scaling its AI data‑center infrastructure. STM has already shipped more than 5 billion chips to SpaceX over a decade, demonstrating its capacity to deliver high‑volume, radiation‑tolerant components for hyperscale environments.
By securing this supply chain and gaining a potential equity position, Amazon strengthens its AI infrastructure moat, reduces reliance on external chip makers, and positions itself to capture a larger share of the growing AI compute market. The deal aligns with Amazon’s broader $200 billion 2026 capital‑expenditure plan focused on AI, custom silicon, and data‑center expansion.
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