CONNECT WITH US
NEWS TAGGED AMAZON
Friday 13 February 2026
Global server market, 4Q 2025

Introduction

Friday 13 February 2026
Air cooling will dominate Trainium 3 rollout as Amazon targets 2Q26 production ramp
Amazon Web Services' (AWS) Trainium 3 servers, slated for mass production in the second quarter of 2026, have sharply reduced their planned use of liquid cooling, supply chain sources...
Thursday 12 February 2026
TSMC's advanced process drives AI profits; SMIC, UMC, VIS face growth pressure
Amazon, Google, Meta, and Microsoft are set to sharply increase AI capital expenditure in 2026, with total investments reaching US$670 billion. This surge has sparked market concerns...
Wednesday 11 February 2026
Analysis: Big tech's AI buildout spending spree set to reshape global supply chains
America's largest technology companies — including Google, Meta, Amazon, and Microsoft — have begun disclosing their capital spending plans for 2026. The numbers reveal...
Wednesday 11 February 2026
Amazon and STMicroelectronics expand collaboration on data center chips

Amazon is deepening its partnership with STMicroelectronics, expanding a multiyear, multibillion-dollar collaboration aimed at developing...

Monday 9 February 2026
AI spending spree threatens big tech cash flows
A dramatic ramp-up in capital expenditures by Google, Amazon, and Meta in 2026 is set to squeeze their free cash flow, forcing difficult trade-offs between shareholder returns and...
Friday 6 February 2026
Amazon defends US$200 billion AWS capex as demand-led and fast-monetizing AI investment
Amazon said its planned US$200 billion capital spending, largely directed to AWS, reflects constrained supply and accelerating AI demand rather than speculative buildout. Management...
Friday 6 February 2026
Amazon flags US$200 billion capex as AI push overshadows record cloud-led revenue
Amazon reported record revenue on accelerating cloud growth, but investor attention shifted to its plan to spend about US$200 billion in capital expenditure in 2026. The scale of AI-driven...
Thursday 5 February 2026
Global tech firms shrink China operations: Amazon, Bosch drive major workforce cuts
As year-end nears, several multinational technology companies with deep roots in China are reshaping their local workforce structures. Following a new round of layoffs at Amazon, Bosch...
Thursday 5 February 2026
Amazon explores deeper OpenAI ties as AI competition intensifies

Amazon is in discussions to secure special access to OpenAI's technology as it considers a multibillion-dollar equity investment in the...

Thursday 29 January 2026
Tech giants' US$100bn bet on OpenAI: Nvidia, Microsoft lead US$730bn power play
OpenAI is pursuing a landmark funding round, potentially reaching US$100 billion to fuel its escalating AI infrastructure needs amid intense competition. Major tech giants and existing...
Tuesday 27 January 2026
Amazon: AI applications are already pervasive in 2026
Amazon has published its "2026 Global Consumer Trends Report," revealing significant shifts in consumer demand across the US, Europe, and Japan. The report identifies artificial intelligence...
Monday 26 January 2026
Blue Origin's new satellite network eye enterprise and govt sectors
Blue Origin announced plans to deploy TeraWave, a new satellite communication network designed to provide up to 6Tbps of global data transmission capacity, starting in the fourth quarter...
Tuesday 6 January 2026
CES 2026: Amazon's Zoox debuts public driverless robotaxi with 360° sensing
Amazon's autonomous vehicle division, Zoox, officially launched its driverless robotaxi service in Las Vegas, US, in September 2025. This marks the first time a fully driverless taxi—designed...
Sunday 28 December 2025
The global space industry's most consequential moves of 2025
The global aerospace and satellite industry did not experience a single, earthshaking breakthrough in 2025. Instead, it advanced through a series of consequential developments—subtle...