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Trump’s tariffs have created significant uncertainty in the market. According to CNBC, investors are closely watching how tariff-related risks may impact their operation and capex. The following highlights key points to watch ahead of upcoming earnings calls from Tesla, Meta, Microsoft, Amazon, Ap...
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Are uncertainties surrounding Trump’s tariffs prompting tech companies to scale back their spending? According to a CNBC report, Amazon has reportedly postponed certain commitments related to new data center leases, particularly in overseas markets. Large cloud service providers (CSPs) seem to ...
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According to Economic Daily News, citing The Information, Amazon Web Services (AWS) is adopting a price-cutting strategy to persuade customers to switch to its own Trainium AI chip-powered servers instead of the more expensive NVIDIA solutions. As noted in the report, a long-time AWS cloud servic...
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Following Google and Microsoft’s advancements in quantum chip research, Amazon Web Services (AWS) has recently unveiled its first prototype quantum chip, "Ocelot," designed to test the effectiveness of AWS's quantum error correction architecture. Compared to current quantum error correction method...
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On February 20, STMicroelectronics (ST) announced the launch of a new computer chip targeting the rapidly growing AI data center equipment market. The chip was developed in collaboration with Amazon Web Services (AWS). As part of the "Stargate" initiative, top U.S. software companies plan to inve...