Qualcomm is trading at ARS 26820.00, +4.11%, as investor optimism continues around its multigenerational collaboration with Amazon to supply custom silicon for AWS AI data centers.
- Products include inference and optical networking, supporting diversification beyond smartphones.
- Qualcomm expects approximately $5 billion in fiscal 2027 data-center revenue, with the agreement potentially generating substantial long-term revenue.
- Broader U.S. indexes are also trading higher, though the Amazon collaboration appears the stronger company-specific catalyst.