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Friday 1 August 2025
Amazon sales top estimates on retail, advertising surge; AWS margins under pressure
Amazon reported robust financial results for its fiscal second quarter, with revenue reaching US$167.7 billion, marking a 12% increase compared to the same period last year. Operating...
Friday 1 August 2025
Amazon shares slide as AWS growth trails rivals despite strong revenue beat
Amazon topped Wall Street expectations with its third-quarter 2024 revenue, but the company's stock fell about 7% in after-hours trading after investors reacted to weaker-than-expected...
Friday 1 August 2025
Amazon delivers strong 2Q25 growth, but AWS performance tempers investor enthusiasm
Amazon's second-quarter fiscal 2025 revenue rose 13% year-over-year to US$167.7 billion. Operating income jumped 31% to US$19.17 billion, though softer-than-expected cloud growth...
Thursday 31 July 2025
MetaAge reports strong revenue growth in 2Q25 amid global uncertainties
MetaAge, a subsidiary of Qisda, reported consolidated revenue of NT$5.87 billion (US$197.5 million) for the second quarter of 2025, representing growth of NT$1.45 billion year-over-year...
Thursday 31 July 2025
Microsoft cannot protect EU data from US government
Microsoft has admitted to a French Senate hearing that it cannot guarantee data sovereignty. Even if data is stored on servers in Europe, the US government can still access it under...
Monday 28 July 2025
Google's OpenAI partnership heats up global ASIC competition
Google has confirmed its partnership with OpenAI at its second-quarter earnings call. OpenAI's ChatGPT and API services will adopt Google's cloud platform, with Google data centers...
Thursday 24 July 2025
AWS shutters Shanghai AI lab, following Microsoft and IBM exits
AWS has confirmed that its last overseas research institute, located in Shanghai, has officially disbanded, stating that this organizational adjustment aligns with the company's future...
Monday 21 July 2025
Broadcom, MediaTek battle for cloud AI chips as CSPs double down on custom silicon
As major US-based cloud service providers (CSPs) prepare to announce their latest earnings, investors are closely monitoring their investment strategies in cloud infrastructure and...
Monday 21 July 2025
CSP giants prepare to report latest earnings amid AI and supply chain scrutiny
Major cloud service providers (CSPs) are releasing their quarterly earnings reports, starting with Alphabet Inc. on July 23. Microsoft, Meta Platforms, and Amazon Web Services (AWS)...
Friday 18 July 2025
OpenAI diversifies cloud providers as AI compute demand outpaces supply
OpenAI has diversified its cloud infrastructure beyond Microsoft Corp. to include Google Cloud, CoreWeave Inc., and Oracle Corp., underscoring the intensifying competition for scarce...
Monday 30 June 2025
AI server demand surges as Nvidia GPUs, AWS ASICs drive Q3 growth
Nvidia has overcome key supply constraints tied to its GB200 AI GPU, clearing the way for major server makers like Quanta and Foxconn to ramp up shipments starting late in the second...
Friday 27 June 2025
Google transfers AI communication protocol A2A to Linux Foundation, AWS joins support
Google has transferred its Agent2Agent (A2A) protocol, designed for AI agent communication, to the Linux Foundation to foster open-source collaboration. The protocol, previously adopted...
Thursday 26 June 2025
AWS customer distribution analysis: Asia-Pacific ranks third with untapped potential
Amazon Web Services (AWS) currently serves approximately 4.2 million customers worldwide, with startups making up 70% of this base, according to recent industry research. The US remains...
Thursday 19 June 2025
AWS expands AI collaboration with Germany's RWE Group
Amazon Web Services (AWS), the cloud computing arm of Amazon, has announced an expansion of its partnership with RWE Group, a major German energy company. The collaboration extends...
Tuesday 17 June 2025
SK Group-AWS to build major AI data center in South Korea
SK Group is set to partner with Amazon Web Services (AWS) to develop a large-scale artificial intelligence (AI) data center in South Korea, targeting the deployment of 60,000 graphics...