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← @unclestocknotes

$QCOM

BULLISH2026-09-08
Price around the call
↑ 2026-09-08
By horizon✗ miss-2.0%
1d
✓ +0.9%
5d
✓ +5.9%
21d
✗ -2.0%
Original post
Unclestocknotes · 2026-09-08

$QCOM 今日宣布與亞馬遜展開多代合作,為大規模人工智慧資料中心提供客製化晶片,並共同開發人工智慧推理技術。此外,雙方還將合作開發頻寬高達 1.6T 的光連接解決方案以及未來世代的解決方案。 高通技術與亞馬遜也將合作開發高性能光連接解決方案,以滿足人工智慧基礎設施日益增長的規模和頻寬需求。此次合作將充分利用高通技術先進的串列器/解串器 (SerDes) 和光 DSP 技術。 「隨著人工智慧需求的加速成長,資料中心基礎設施需要計算和連接技術的雙重進步,才能以更高的效率提供更強大的效能,」高通公司總裁兼執行長克里斯蒂亞諾·阿蒙表示。 “高通很高興與AWS合作開發定制晶片和連接解決方案,憑藉數十年來在先進處理和節能計算領域的領先地位,助力客戶實現突破性性能,並賦能下一代人工智能基礎設施。” 「此次與高通技術的合作建立在牢固的伙伴關係基礎之上,體現了我們共同致力於突破技術極限的承諾,」AWS副總裁普拉薩德·卡利亞納拉曼表示。 “透過在客製化晶片和先進連接技術方面的合作,我們將為客戶提供性能更優、效率更高、成本效益更佳的基礎設施。”

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