Amazon disclosed a US$496 billion AWS backlog growing at triple-digit rates in the second quarter, and CEO Andy Jassy used the call to lay out unusually specific unit economics defending the capital behind it.

Microsoft is no longer framing artificial intelligence as a race to build the single best model. Instead, it is positioning itself as the platform where customers can choose among many models. This shift could broaden its enterprise reach while reducing dependence on any one AI leader.

India has moved to build a major telecom manufacturing hub in Gwalior, a step that could reshape supply chains, investment flows, and technology production for global markets. The project aims to reduce import dependence, support exports, and build an integrated base for telecom hardware, research, and development.

LG Electronics reported a strong second quarter, supported by record sales and one-time gains, while accelerating a shift toward robotics and artificial intelligence infrastructure. The company is increasingly framing its future around physical AI, even as it continues to rely on premium appliances, televisions, and vehicle electronics to support near-term earnings.

The rapid expansion of AI infrastructure is reshaping one of the semiconductor industry's most overlooked component markets. Soaring demand for high-end multilayer ceramic capacitors (MLCCs) is prompting suppliers to reallocate production capacity and driving a new round of price increases that extend beyond AI-specific products.

Test interface maker Chunghwa Precision Test Tech (CHPT) held an investors' conference on July 29, saying revenue growth in the second quarter of 2026 was driven mainly by demand for AI and high-performance computing (HPC) applications. HPC-related products also jumped from 45.1% to 56.3% of revenue.