#Amazon CEO
#AndyJassy defends the company’s $200 billion
#capitalexpenditure in 2026, highlighting the success of its
#AI and
#customchip businesses. Jassy reveals that
#AWS #AIrevenue has reached a $15 billion annual run rate and that Amazon’s internal chip business is generating over $20 billion annually.
https://www.geekwire.com/2026/not-on-a-hunch-andy-jassy-defends-amazons-200b-spending-spree/?eicker.news #tech #media #news 
‘Not on a hunch’: Andy Jassy defends Amazon’s $200B spending spree
Amazon CEO Andy Jassy reveals new details about AWS's AI revenue and its booming chip business in a new shareholder letter that defends the company's massive capital spending.
🚀 Exciting news! 🤯 Microsoft is entering the custom chip race, aiming to scale up and pose a challenge to TSMC's semiconductor market dominance. Find out more in our latest blog post!
https://www.eliza-ng.me/post/tsmcasics/#Microsoft #CustomChip #SemiconductorMarket
Microsoft Joins the Custom Chip Race: Scaling Up and Challenging TSMC's Dominance in the Semiconductor Market
Introduction:
Amidst the fierce competition in the semiconductor industry, big players like Microsoft are making significant strides in the development of custom chips. While it may seem like a recent phenomenon, Microsoft has actually been using custom chips for years, albeit on FPGA platforms instead of ASICs (Application-Specific Integrated Circuits). As the demand for specialized chips continues to grow, Microsoft is scaling up its efforts, thereby joining the ranks of companies like Google and Amazon.
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