Source item

Rumor: Amazon AWS has stepped up procurement of AI server racks, both amount and speed, after raising its 2026 capex to US$220 billion from $200B, media report, citing unnamed supply chain sources. -Increased 3nm custom ASIC training and inference chip orders to TSMC (via AWS chip design partner Alchip) -AI server partner Wiwynn boosts rack and switch tray production -Foxconn won CPU tray orders $AMZN https://t.co/wjURz5BH4B $AMZN https://t.co/wjURz5BH4B