Subject


AWS


2026-03-20

[News] CSPs Accelerate ASIC Push in 2H26, Challenging NVIDIA as MediaTek, GUC, Alchip Benefit

Please note that this article cites information from Commercial Times, Economic Daily News , Liberty Times, and MoneyDJ. NVIDIA outlined its AI roadmap at GTC 2026, doubling its 2025–2027 revenue target for the Blackwell and Rubin chips to $1 trillion, but the rise of ASICs may intensify compet...

2026-03-04

[News] Middle East Escalation Hits Tech: NVIDIA Shuts Dubai Office, AWS Data Center Strike Raises Concerns

In the wake of the U.S.–Israeli military campaign against Iran, technology companies operating in the Middle East are tightening security protocols, with some temporarily shutting offices and modifying regional operations. According to CNBC, NVIDIA temporarily closed its Dubai office, with employe...

2025-12-23

[News] Amazon to Restructure AI Teams, Led by Veteran AWS Leadership

As per media reports on December 18, Amazon has announced a restructuring of its artificial intelligence (AI)–related project teams and the creation of a new business unit to be led by a senior executive from its cloud computing arm. In an internal memo to employees on Wednesday, Amazon CEO And...

2025-10-17

[News] Microsoft Reportedly Moving Most Laptop and Server Production Outside China as Early as 2026

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...

2025-08-19

[News] Arm Reportedly Taps Amazon AI Chip Director to Drive In-House Chip Plans

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...

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