7.3 Investments 高通与亚马逊合作开发AI芯片和光互连，亚马逊获2500万股认股权证，高通股价最高涨9.5%。
高通（Qualcomm）与亚马逊（Amazon）宣布建立多代际合作伙伴关系，携手为大规模数据中心开发定制AI芯片，重点聚焦推理工作负载。双方还将联合研发先进的光互连解决方案，传输速度高达每秒1.6太比特。 根据协议，亚马逊获得以每股161.26美元购买最多2500万股高通股票的认股权证，潜在投资额高达40亿美元，并与未来高达600亿美元的营收挂钩，认股权证有效期至2036年9月。 消息发布后，高通股价盘中一度上涨4%至最高9.5%。此次合作旨在巩固高通在AI数据中心市场的地位，并加深其技术在AWS AI基础设施中的应用，同时助力亚马逊强化其云业务。
Why Qualcomm is outperforming the rest of the market today?
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Qualcomm (QCOM) Stock Surges 9% on Massive $60B Amazon AI Partnership
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Qualcomm stock surges on massive Amazon chip deal worth up to $60 billion
Qualcomm and Amazon strike a multi-generational partnership to jointly develop custom chips for AI data centers.
