First Squawk(@FirstSquawk):GLOBALFOUNDRIES CEO SAYS DATA-CENTER DEMAND IS A “VERY STRONG DRIVER” FOR GROWTH AS AI WORKLOADS BECOME INCREASINGLY DATA-INTENSIVE. CEO SAYS OPTICAL CONNECTIVITY IS NOW A “WHEN, NOT IF” TRANSITION AND GLOBALFOUNDRIES COULD 10X SILICON-PHOTONICS CAPACITY USING EXISTING US AND SINGAPORE FAB INFRASTRUCTURE.

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First Squawk@FirstSquawk

2026.09.08 21:40

GLOBALFOUNDRIES CEO SAYS DATA-CENTER DEMAND IS A “VERY STRONG DRIVER” FOR GROWTH AS AI WORKLOADS BECOME INCREASINGLY DATA-INTENSIVE. CEO SAYS OPTICAL CONNECTIVITY IS NOW A “WHEN, NOT IF” TRANSITION AND GLOBALFOUNDRIES COULD 10X SILICON-PHOTONICS CAPACITY USING EXISTING US AND SINGAPORE FAB INFRASTRUCTURE.