鉴于亚马逊的支出规模，QCOM与亚马逊的AI基础设施合作是强劲举措，尽管细节模糊且未计入当前财年收入预期。

We had Qualcomm. Qualcomm rose by approximately 3% during the day. The price was much higher earlier. We saw a slight decline during the rest of the day after the opening, but Qualcomm announced a multi-generational collaboration with Amazon to build next-generation AI data center infrastructure. This was originally a great source of excitement for Qualcomm, because it meant: "Hey, Qualcomm is achieving more victories in the field of artificial intelligence." Unfortunately, I believe it was announced during the conference that this will not add to the $5 billion in revenue they expect from data centers this year. Yes, this remains within the expected range. This will be one of those customers who were part of it. Today's day was like an advertisement for clients. Now, being Amazon, I think this is great news, right? Amazon is a major spender on artificial intelligence. We know they will spend lavishly on capital expenditures, and any partnership with Amazon, in my opinion, is of great importance. So, very positive news overall for Qualcomm. I think the details of the inside deal are still a bit vague. We don't have much information to give an actual reaction to the deal itself, but overall, having Amazon as a partner is a strong move, and they still have another huge cloud provider as well. I think they have a deal with him for this year. Therefore, it appears that Qualcomm will offer some kind of connectivity licensing solution to help with Amazon's AI infrastructure solutions.