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Jul 31, 11:29
AWS backlog reaches US$496 billion; Amazon to double power capacity by end-2027

Amazon disclosed a US$496 billion AWS backlog growing at triple-digit rates in the second quarter, and CEO Andy Jassy used the call to lay out unusually specific unit economics defending the capital behind it.

The Monte Jade Science and Technology Association of Taiwan (MJ Taiwan) elected Maverick Shih, chairman of Acer Cyber Security (ACSI), as its 13th chairman during the association's first board meeting of its new term on July 30.

Delta Electronics expects capital spending to rise to roughly NT$70 billion(US$2.17 billion) in 2026 from NT$46.1 billion(US$1.43 billion) in 2025, driven by growing demand from AI data centers and energy infrastructure projects.

US transportation authorities have allowed Amazon's Zoox to operate commercially on a limited basis, making it the first paid robotaxi service approved in the country. This follows efforts by Trump administration officials to relax certain rules in an effort to encourage development in autonomous driving technology.

Pegatron chairman Tzu-hsien Tung said that although he is not an investment expert, from an industry perspective he remains optimistic about the long-term outlook for artificial intelligence (AI), despite recent volatility in the capital markets sparking debate over whether the AI boom has begun to fade. While short-term markets are inevitably subject to intense fluctuations driven by international events, what matters more is the strength of Taiwan's industrial base, with AI driving growth across upstream, midstream, and downstream supply chains and gradually expanding from a single "silicon shield" into a broader "mountain range" of strategic industries.
ByteDance is reorganising Doubao, Lark and Volcengine around a more unified enterprise AI strategy, combining product development, cloud commercialisation and workplace software as its large-model business reaches an annualised revenue run rate of US$4 billion.
Nvidia CEO Jensen Huang recently appeared alongside SK Group Chairman Chey Tae-won and Samsung Electronics Executive Chairman Lee Jae-yong at a high-profile AI gathering in San Francisco, highlighting the deepening ties among the companies driving the global AI supply chain.

Microsoft is no longer framing artificial intelligence as a race to build the single best model. Instead, it is positioning itself as the platform where customers can choose among many models. This shift could broaden its enterprise reach while reducing dependence on any one AI leader.

The EU has opened a tender to build up to seven AI Gigafactories, a move that could reshape access to advanced computing for companies, researchers, and governments worldwide. The plan aims to expand Europe's AI capacity, attract private capital, and set standards for the development and use of frontier AI systems.
Rising smartphone prices in India are changing how consumers plan purchases, with wider implications for brands, retailers, and buyers worldwide. Counterpoint said many shoppers are willing to adjust budgets, delay upgrades, or seek financing as component and manufacturing costs push up device prices.

India has moved to build a major telecom manufacturing hub in Gwalior, a step that could reshape supply chains, investment flows, and technology production for global markets. The project aims to reduce import dependence, support exports, and build an integrated base for telecom hardware, research, and development.

PC makers are facing higher costs in 2026 as memory and processor prices rise and Microsoft lifts Windows operating system prices. Vendors said the latest Windows increase averaged in the double digits, depending on the processor, making it one of the larger annual adjustments in years.