3M News Center，2026-10-21（新聞稿全文）
來源：https://news.3m.com/2026-10-21-3M-and-AWS-collaborate-to-advance-optical-connectivity-innovation（2026-10-31 擷取；原頁含大量 cookie-consent／導覽列樣板程式碼，已依 schema_raw_data 基本結構化規則移除，正文未刪改）
AWS is investing in 3M's Expanded Beam Optical technology for its data center infrastructure
SAINT PAUL, Minn., Oct. 21, 2026 /PRNewswire/ -- 3M (NYSE: MMM) and Amazon Web Services (AWS) today announced an expanded strategic collaboration. AWS plans to deploy and scale 3M's Expanded Beam Optical (EBO) platform for its data center infrastructure. Together, the two leading American companies will advance co-innovation and investment in optical connectivity and the critical infrastructure needed for next-generation super intelligence (SI), also known as artificial intelligence (AI).
"AWS's adoption of 3M's EBO platform demonstrates the potential of our optical connectivity technology to meet the performance demands of next-generation data center infrastructure," said Wendy Bauer, Group President of 3M's Transportation and Electronics Business Group. "By combining AWS's infrastructure expertise and scale with 3M's innovation and materials science capabilities, we can accelerate EBO deployment, advance our transformation and strengthen U.S. innovation and investment."
"Our work with 3M reinforces our commitment to supporting good jobs here in the U.S.," said Jens Gruenkemeir, Vice President of Supply Chain & Procurement at Amazon. "Beyond powering the services people use every day, from online banking and hospital data records to streaming entertainment and retail purchases, our data center investments are unlocking economic opportunities in the communities where we invest and across the supply chain, including the hundreds of jobs being supported by 3M as a result of its collaboration with Amazon."
The collaboration and related investments are expected to strengthen the U.S. economy by supporting more than 500 jobs directly and indirectly, including the creation of more than 100 new roles through 2027 across Minnesota, Texas and Wisconsin. These planned roles will support customer co-innovation, technology advancement and supply chain development across 3M's optical networking portfolio and help accelerate industrywide adoption through collaboration with partners.
3M expects to contribute nearly $0.5 billion to the U.S. economy through its optical connectivity business. This investment will accelerate innovation in optical networking and fiber termination, enable commercialization at scale and drive adoption across the data center industry.
The collaboration builds on 3M's announcement earlier this year that it will double production capacity at its Menomonie, Wisconsin, manufacturing facility, and is expected to support U.S. manufacturing partners involved in equipment and production scale-up throughout the supply chain.
MDM / NAW，2026-10-21（全文）
來源：https://www.naw.org/mdm/news/3ms-amazon-deal-targets-data-center-growth-ties-stock-rights-to-6b-in-purchases/（2026-10-31 擷取）
3M's Amazon Deal Targets Data Center Growth, Ties Stock Rights to $6B in Purchases
It gives Amazon purchase-linked rights to nearly 3.2 million 3M shares as the manufacturer scales optical connectivity technology and expects EBO sales to roughly double or more in 2027. Here's the details and our analysis.
October 21, 2026
An expert says lawsuits filed by veterans who blame hearing issues on defective earplugs could bankrupt the company, but 3M calls the interpretation 'flawed speculation,' according to Bloomberg.
3M has significantly expanded its data center supply relationship with Amazon, linking potential equity ownership to purchases of optical connectivity and other infrastructure products.
Disclosed Oct. 19, the agreement granted an Amazon subsidiary a seven-year warrant to purchase up to 3,162,015 shares of 3M stock at $164.89 each. Of those shares, 85% vest based on Amazon's product payments, with that portion fully vesting at $6 billion in cumulative payments. The remaining 15% depend on event-based milestones.
During 3M's Oct. 20 earnings call, Chairman and CEO Bill Brown emphasized that the arrangement did not guarantee purchase volumes.
"There's no volume commitments here. We got to earn a right to that. It's going to happen over time," Brown said, adding that the longer-term $6 billion figure is an important target for the company.
Brown projected approximately $80 million-$100 million in 2027 sales for 3M's Expanded Beam Optical (EBO) business, compared with roughly $40 million in 2026. That outlook covered EBO overall. He expected the Amazon relationship to begin ramping toward late 2027 and become more meaningful in 2028.
Brown estimated EBO's addressable market at approximately $2 billion by 2028. He described Amazon's participation as validation of the technology, following 3M's previously announced Microsoft partnership, while declining to forecast EBO revenue beyond 2027.
The technology supports optical connections within data centers. According to 3M, its connectors can reduce installation time from minutes to seconds and simplify maintenance — benefits the company said could shorten data center construction schedules.
To support expansion, 3M separately announced an Oct. 19 manufacturing collaboration with Taiwan-based Genius Electronic Optical. It planned to acquire approximately 4.7% of GSEO, with closing expected in the fourth quarter. The partnership combines 3M's optical interconnect technology with GSEO's precision optics manufacturing capacity.
Brown put 3M's broader data center revenue at approximately $700 million in 2026, versus $550 million in 2025. Most exposure remained outside the facilities in electrical connections, with additional business inside involving optical connections, copper and other products.
For 3Q26, 3M reported sales of $6.6 billion, up 1.0% year over year. Adjusted sales increased 4.2%, including 3.3% organic growth. Operating margin rose 150 basis points to 23.7%, while adjusted operating margin increased 110 basis points to 26.2%. The company generated $1.2 billion in adjusted free cash flow and raised its full-year earnings outlook.
Safety & Industrial — representing nearly half of company sales — generated $3.18 billion in revenue, up 9.1%, including 7.0% organic growth. Segment operating income increased 21.2% to $960 million, with operating margin expanding to 30.1% from 27.1%. Electrical markets, fire safety, industrial adhesives and tapes, personal safety, automotive aftermarket, abrasives and industrial specialties all posted organic growth, while roofing granules declined.
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