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Friday 8 August 2025
OpenAI's new AWS deal and open models sharpen US edge in global AI race
OpenAI has released open-weight models and partnered with Amazon Web Services (AWS) as a new cloud channel. This strategic move underscores US companies' determination to maintain...
Thursday 7 August 2025
Can Microsoft sustain US$4 trillion valuation amid AI uncertainty and OpenAI tensions?
Microsoft's market capitalization surged past US$4 trillion following its latest earnings release. While the company exceeded revenue expectations, significant challenges persist,...
Monday 4 August 2025
Global server market, 2Q 2025

Introduction

Friday 1 August 2025
Amazon sales top estimates on retail, advertising surge; AWS margins under pressure
Amazon reported robust financial results for its fiscal second quarter, with revenue reaching US$167.7 billion, marking a 12% increase compared to the same period last year. Operating...
Friday 1 August 2025
Amazon shares slide as AWS growth trails rivals despite strong revenue beat
Amazon topped Wall Street expectations with its third-quarter 2024 revenue, but the company's stock fell about 7% in after-hours trading after investors reacted to weaker-than-expected...
Friday 1 August 2025
Amazon delivers strong 2Q25 growth, but AWS performance tempers investor enthusiasm
Amazon's second-quarter fiscal 2025 revenue rose 13% year-over-year to US$167.7 billion. Operating income jumped 31% to US$19.17 billion, though softer-than-expected cloud growth...
Monday 21 July 2025
CSP giants prepare to report latest earnings amid AI and supply chain scrutiny
Major cloud service providers (CSPs) are releasing their quarterly earnings reports, starting with Alphabet Inc. on July 23. Microsoft, Meta Platforms, and Amazon Web Services (AWS)...
Monday 21 July 2025
Amazon, Google drive HBM memory boom as custom AI chips threaten Nvidia’s lead
As demand for artificial intelligence (AI) accelerates, tech giants like Amazon, Google, and Meta are emerging as major players in the high-bandwidth memory (HBM) market. These companies...
Wednesday 9 July 2025
Amazon's Project Kuiper targets South Korea in global satellite push

Amazon's satellite internet venture, Project Kuiper, is accelerating its expansion into Asia, with a focus on South Korea, Taiwan, and...

Monday 7 July 2025
Amazon ramps up warehouse automation, robot count nears employee levels
Amazon is accelerating its warehouse automation strategy as the global number of warehouse robots surpasses one million, nearing parity with the company's workforce. Over 75% of Amazon's...
Thursday 26 June 2025
AWS customer distribution analysis: Asia-Pacific ranks third with untapped potential
Amazon Web Services (AWS) currently serves approximately 4.2 million customers worldwide, with startups making up 70% of this base, according to recent industry research. The US remains...
Thursday 19 June 2025
AWS expands AI collaboration with Germany's RWE Group
Amazon Web Services (AWS), the cloud computing arm of Amazon, has announced an expansion of its partnership with RWE Group, a major German energy company. The collaboration extends...
Tuesday 17 June 2025
SK Group-AWS to build major AI data center in South Korea
SK Group is set to partner with Amazon Web Services (AWS) to develop a large-scale artificial intelligence (AI) data center in South Korea, targeting the deployment of 60,000 graphics...
Wednesday 11 June 2025
Taiwan chip supplier rides satellite boom as global LEO market takes off
International satellite operators including SpaceX and Amazon Kuiper have launched initial constellations, officially opening the commercial low-Earth orbit market and spurring demand...
Saturday 7 June 2025
Amazon opens Taiwan cloud hub with US$5 billion pledge
Amazon.com Inc. launched its AWS Asia Pacific (Taipei) regional data center, committing over US$5 billion for construction and operations in Taiwan to serve customers across the region...