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Qualcomm shares climbed after the company announced a new data center infrastructure partnership with Amazon, marking its push into a market long dominated by Nvidia. The deal gives Qualcomm exposure to various chip projects tied to Amazon's AI infrastructure buildout, offering investors a new growth avenue tied to AI data center demand. On Tuesday, the rally broadened as shares of Corning, Intel and Advanced Micro Devices also jumped alongside Qualcomm following a wave of AI infrastructure deal announcements, underscoring renewed investor enthusiasm for companies tied to the AI buildout supply chain.