February 13, 2026 /SemiMedia/ — STMicroelectronics said on Monday it has signed a multi-year, multi-billion-dollar agreement with Amazon Web Services to supply advanced chips for AWS computing services and AI data center infrastructure, making the European chipmaker a key supplier in Amazon’s cloud expansion.

Under the deal, ST will provide a range of semiconductor solutions covering high-speed interconnect, power management and infrastructure control. The companies are also working on silicon photonics technology, targeting optical links from 800Gb/s to 1.6Tb/s to improve bandwidth while cutting energy use inside large data centers.

ST said it will supply power management ICs to help AWS improve efficiency across its server farms, along with microcontrollers used for monitoring and automating data center operations.

Beyond hardware, ST is moving its electronic design automation workflows onto AWS cloud platforms, allowing engineers to run simulations in parallel and shorten development cycles for new chips aimed at AI and high-performance computing.

Analysts see the partnership as part of ST’s effort to reduce its reliance on automotive chips and expand into faster-growing AI infrastructure markets. With most AI hardware designed in the United States and manufactured in Asia, ST is positioning itself as one of Europe’s few suppliers with strong capabilities in analog, power and optoelectronic integration.

For AWS, the long-term agreement helps secure chip supply and manufacturing capacity, reducing component risks as it continues to scale AI data centers beyond 2026.