Amazon doubles down on AI with a massive $100B spending plan ...
Feb 6, 2025 · The “vast majority” of that $100 billion will go toward AI capabilities for its cloud division AWS, CEO Andy Jassy said during Amazon’s fourth-quarter earnings call Thursday.
TSMC's $56 Billion Bet: Record Profit and Massive CapEx ...
3 days ago · TSMC's Q4 profit surges 35% to record $16B. 2026 capex guidance of $52-56B signals AI infrastructure boom isn't slowing.
TSMC Q4 profit jumps 35% to record, beats expectations
3 days ago · TSMC, the world's largest contract chipmaker, posted a 35% jump in fourth-quarter net profit on Thursday, beating market forecasts and hitting a record as it benefited from surging demand …
Amazon To Spend Around $100B On AI Opportunities In 2025
Feb 10, 2025 · Amazon announced it plans to make a massive investment in artificial intelligence this year. The e-commerce giant intends to increase capital expenditures to a dizzying $100 billion. This …
Amazon's $100B leads AI spending - LinkedIn
Feb 7, 2025 · Amazon plans on spending more than $100 billion on AI in 2025 While Amazon’s Q4 earnings may have disappointed investors with some gloomy guidance for the current quarter, its …
AMZN Q4 Call Highlights: $100B Capex, Logistics Shift, and ...
Feb 7, 2025 · Amazon.com Inc., the world’s largest online retailer and a prominent cloud service provider, in its Q4 earnings call outlined a $100 billion capex plan for 2025, primarily focused on AI …
Sources: Apple now needs to fight for TSMC production ...
2 days ago · Sources: Apple now needs to fight for TSMC production capacity amid the AI boom; Nvidia was likely TSMC's top customer in at least one or two quarters in 2025