高通与亚马逊的合作验证了其进军数据中心的举措，支持其150亿美元的目标，并反驳了外界的质疑。
逐段跳播
这对高通来说是个急需的消息。正如我们所见，高通为亚马逊制造这些芯片。我们花了两年时间讨论高通的数据中心业务，以及这家公司如何能在这个特定领域成为一股力量。
much-needed news for Qualcomm here. As we can see here, Qualcomm manufactures these chips for Amazon. we spent two years talking about Qualcomm's data center business , and how this company could become a force in this particular field.
我们知道高通需要几个大客户，需要这样的收益来证明其价值。因此，能够达成一项总价值约600亿美元的潜在业务协议。
we knew Qualcomm needed a few major customers and needed gains like these to prove its worth. Therefore, the ability to reach a deal with a total value of approximately $60 billion in potential business.
当然，如果这一成功得以实现，我会说这并非上限，但根据已有的所有基础承诺的抵押结构，似乎还有90亿美元的承诺。
Of course, I would say that this is not the ceiling if this success is to be written, but it also appears that there is a $9 billion commitment based on the collateral structure for all the underlying commitments that already exist.
这涵盖了他们的定制芯片和网络，而高通构建低功耗芯片的能力，无疑为亚马逊提供了一套不同的工具，可与亚马逊内部开发的芯片以及其已使用的商业芯片一同使用。
This covers their custom chips and networks, and Qualcomm's ability to build low-power chips certainly provides Amazon with a different toolkit to use alongside its internally developed chips , and of course the commercial chips it already uses.
这有助于他们达到一段时间以来一直谈论的150亿美元目标，并且应该能平息一些质疑高通进入该领域能力的怀疑者。关于高通在人工智能领域的雄心，我的意思是，这是一家已进入数据中心领域的公司。
It helps them reach the $15 billion target they've been talking about for a while, and it should certainly silence some of the skeptics who questioned Qualcomm's ability to enter this field. Regarding Qualcomm's ambitions in the field of artificial intelligence, I mean that this is a company that has entered the field of data centers.
一些投资者难以理解高通能否完全复苏。它确实复苏了，但随后高通进入了汽车和物联网领域。各国，他们曾在该领域存在。因此，他们进行了一些明智的收购。他们在软件、网络和知识产权领域进行了收购，以便能够构建可加速AI工作负载的定制芯片，以及中央处理器，就像英特尔、AMD、ARM等公司一样。
This was something some investors found difficult to understand as to whether Qualcomm would be able to fully recover. It did , but Qualcomm then moved into the automotive and Internet of Things sectors, Nations, they were present in this field . Therefore, they made some smart acquisitions. They have made acquisitions in the areas of software, networking, and intellectual property to be essentially able to build custom chips that can accelerate AI workloads , and central processing units , just like Intel, AMD, ARM, and others.
因此，他们正在为像AWS这样的公司构建多元化的产品组合，而令人惊讶的是，Nicole，这不仅仅关乎亚马逊。
So, they are building a diversified portfolio for companies like AWS, and here's the surprise, Nicole, it's not just about Amazon.
今天我收到许多询问，问这是否是高通实力的标志。这是否表明亚马逊网络服务（AWS）存在弱点？发生了什么？事实是，它在各个方面都是一股力量。
Today I received many inquiries about whether this is a sign of strength for Qualcomm. Is this an indicator of weakness in Amazon Web Services (AWS)? What's going on ? The thing is, it's a force on all fronts.
因此，他们现在正在寻找新的、高效的合作伙伴，而高通正是在合适的时机出现了。高通凭借其历史、经验、能效和收购，与亚马逊正在努力做的事情非常互补。
so they are now looking for new, highly efficient partners, and that's where Qualcomm came in at the right time. Qualcomm, with its history, experience, energy efficiency, and acquisitions, is very complementary to what Amazon is trying to do.
这个频道对 $QCOM 的历次判断
Schwab Network 在这只股票上共 2 条判断，这里只列相邻的几条。