Qualcomm (QCOM) establishing an AI collaboration with Amazon (AMZN) is something Futurum CEO Dan Newman sees as "very optimistic." The partnership is currently valued at $60 billion. Dan says this deal will just be the first of many and gives Qualcomm an advantage over other legacy tech firms with increased access to Amazon AWS. He adds that Amazon's cloud business is closing the gap between it and other leaders like Microsoft (MSFT) Azure as compute demand accelerates.