Amazon

クエリあたりのコスト削減とエヌビディア依存の低減を目指す推論プロセッサ

ウェーハスケールの新興チップメーカーが四半期で1億9300万ドルを計上し、AWS提携も追加、史上最大の半導体IPO後に

第3位の衛星コンステレーション、2026年末に5か国でベータ開始予定、ただし遅延ペナルティとして周波数優先度が引き下げられる見通し

Up to $25bn with Amazon, a multi-gigawatt Google-TPU/Broadcom deal, and a monthly lease of xAI's Colossus 1 output

The largest single equity round attributed to an AI lab; run-rate revenue crosses $47bn and a confidential S-1 follows days later

SoftBank, Nvidia and Amazon lead one of the largest private raises ever; APIs now clear 15bn tokens/minute

Amazon ~$200bn, Microsoft ~$190bn, Alphabet $175–185bn, Meta $125–145bn, a combined AI buildout larger than most national budgets, with component inflation now a line item

Indiana's $11bn AWS megacampus runs ~500,000 Trainium2 chips for Anthropic; the partners now target up to 5GW, with Amazon guiding to ~$200bn capex in 2026

Meta's Talavera site would draw ~504m litres/yr mostly from the Tagus; Amazon seeks a 48% water rise in Aragón; Lleida banned data centers as drought collides with the AI build