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Friday 20 March 2026
Nvidia and AWS strike massive GPU supply deal through 2027

On March 19, senior executives at Nvidia said the company has reached an agreement with the cloud computing division of Amazon to supply...

Friday 20 March 2026
Nvidia to supply 1 million GPUs to Amazon through 2027 in landmark AI cloud deal
Nvidia will supply 1 million graphics processing units (GPUs) to Amazon.com's cloud computing division by 2027 in one of the largest artificial intelligence infrastructure agreements...
Friday 20 March 2026
Microsoft considers legal action over Amazon-OpenAI cloud deal

Microsoft is considering legal action against Amazon and OpenAI over a multibillion-dollar cloud arrangement that could breach its exclusive...

Wednesday 18 March 2026
OpenAI teams with AWS to target US govt AI contracts
OpenAI has signed an agreement with Amazon Web Services (AWS) to provide its artificial intelligence tools to US government agencies for both classified and unclassified work, according...
Monday 16 March 2026
AWS and Cerebras collaborate on faster AI inference for Amazon Bedrock
Amazon Web Services (AWS) and AI chip startup Cerebras Systems said they are working together to bring a high-speed AI inference architecture to Amazon Bedrock, a managed service for...
Sunday 15 March 2026
AWS ASIC servers enter mass production in 2Q26, lifting Taiwan ODM outlook
Taiwan's ODM and EMS manufacturers reported solid revenue performance in February 2026, with AI servers playing a central role. Foxconn, Quanta, and Wistron all posted double-digit...
Wednesday 11 March 2026
Asus and Foxconn lead Taiwan's AI City National Team as Middle East conflict escalates
The conflict in the Middle East unexpectedly affected a data center operated by major cloud service provider (CSP) AWS, once again highlighting the urgent need for sovereign AI. Taiwanese...
Tuesday 10 March 2026
Iran conflict threatens Gulf data center boom as attacks mount
The widening conflict involving Iran is beginning to ripple through the global AI industry, raising new questions about the security of Gulf-backed data center projects and the resilience...
Thursday 5 March 2026
AWS Middle East data centers hit by drones; Nvidia, Google adjust operations
Amazon Web Services (AWS) data centers in the Middle East were disrupted after drone attacks damaged facilities in the United Arab Emirates (UAE) and Bahrain, triggering service outages...
Monday 2 March 2026
Middle East escalation disrupts AWS data center, Apple retail, and Robotaxi services
US and Israeli airstrikes on Iran triggered retaliatory missile attacks on US bases in Bahrain and Qatar, with spillover disruptions hitting cloud infrastructure, logistics hubs, and...
Sunday 1 March 2026
Ericsson teams up with MediaTek, Apple to showcase 6G ecosystem at MWC
Telecommunications giant Ericsson has announced its participation at the 2026 Mobile World Congress (MWC), scheduled for March 2 to 5 in Barcelona, under the theme "Enter new horizons."...
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...
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...

Saturday 7 February 2026
Microsoft's Maia 200 chip targets AI inference cost advantage, not Nvidia rivalry
Microsoft recently unveiled its second-generation custom AI chip, Maia 200, more than two years after its previous generation. The Maia chip's update cycle lags behind the rapid iterations...
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...