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When I think of AI stocks, I initially think of NVIDIA (i), Broadcom, or the large hyperscalers. 3M , on the other hand, I had hardly considered until now. That is changing. The trigger is Amazon (i). Both companies have significantly expanded their collaboration for optical connections and other data center products. Amazon received warrants for up to 3.16 million 3M shares, which are tied to purchases of 3M products totaling up to 6 billion USD. The larger AI clusters become, the more important the fast and reliable connection of individual...
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