News tagged Amazon at DIGITIMES

NEWS TAGGED AMAZON

Sunday 1 March 2026

OpenAI's US$110 billion raise signals shift toward capital endurance and ecosystem diversification

OpenAI's newly announced US$110 billion funding round underscores a structural shift in the AI industry, where long-term capital endurance and ecosystem diversification may increasingly...

Thursday 26 February 2026

Amazon's potential US$50 billion OpenAI investment highlights escalating AI arms race and financial pressure

OpenAI is reportedly negotiating one of the largest private financing rounds in tech history, with Amazon considering a US$50 billion investment. The potential deal underscores the...

Tuesday 24 February 2026

Amazon's AI sovereignty push sparks internal clash over Claude ban

Amazon has officially banned its internal engineering teams from using Anthropic's coding assistant, Claude Code, mandating a full shift to Amazon's self-developed AI system. This...

Tuesday 24 February 2026

SpaceX trims Starlink pricing and drops satellites lower ahead of Kuiper challenge

Since launching in 2020, SpaceX's Starlink satellite internet service has grown into the company's largest revenue driver, surpassing its rocket launch business and becoming central...

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...

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook