Amazon

这款推理处理器旨在降低每次查询成本，松动英伟达的垄断地位

晶圆级芯片挑战者单季营收达1.93亿美元，新增AWS合作，此前刚完成半导体史上最大IPO

全球第三大卫星星座，2026年底在五国启动测试服务，但因建设进度缓慢导致频谱优先级被降级

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