Qualcomm: Following the Amazon deal, Lumentum and Corning step in - the 15 billion USD data center offensive gains momentum

Qualcomm, in collaboration with Lumentum and Corning, demonstrates an optical Die-to-Die connection for future AI systems. Following the Amazon deal, the strategy is confirmed to provide not only AI chips but also high-speed connections between the chips. Qualcomm expects around 5 billion USD in data center revenue in the fiscal year 2027 and more than 15 billion USD in 2029.   Qualcomm's push into AI data centers is taking shape. Just two weeks after the extensive partnership with Amazon, the chip giant demonstrates a new optical...