According to Nikkei, major U.S. tech companies are reportedly accelerating efforts to lessen their dependence on China. Sources indicate that Microsoft aims to produce most of its upcoming products outside the country as early as next year, while Amazon Web Services is extending its supply chain div...

According to Reuters, sources say Arm Holdings has hired Amazon’s AI chip director Rami Sinno to drive its push into developing complete in-house chips. Sinno played a key role in creating Amazon’s custom AI processors, Trainium and Inferentia, designed to train and run large-scale AI applicatio...

According to ijiwei, Minjie Wang, Chief Applied Scientist at the AWS Shanghai AI Lab, stated that the AWS Shanghai AI Research Institute—also the last remaining overseas research lab of AWS—has officially been disbanded. An Amazon spokesperson confirmed the report to be accurate, according to I...

NVIDIA still leads in the AI chip race, but its global AI infrastructure push recently may reflect concerns that hardware growth may slow—and that CSPs ramping up ASIC development could become serious challengers. According to Commercial Times, as Google, Microsoft, and Meta ramp up in-house ASIC ...

Amid growing concerns about a potential economic downturn, there has been heightened attention on whether cloud service providers (CSPs) are scaling back their investments in AI. However, according to CNBC and Reuters, executives from Amazon and Google both stated that the pace of building AI data c...