Qualcomm: Following the Amazon Deal, Lumentum and Corning are Stepping in - the $15 Billion Data Center Offensive is Gaining 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 in data center revenue in the fiscal year 2027 and more than $15 billion 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...