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The supply chain reports that Amazon, a leading North American cloud service provider under AWS, has recently expanded the delivery of AI server cabinets, with strong shipping momentum from partners such as TSMC, World Advanced, Wistron, and Hon Hai. Amazon has recently revised its capital expenditure for this year, increasing the original estimate from $200 billion to $220 billion, primarily for AI infrastructure, including data centers, servers, and network equipment.Amazon CEO Andy Jassy is optimistic that the demand for AI computing power will continue to exceed supply until 2027, and he has even seen strong demand for 2028. AWS's AI business and self-developed chip scale have grown to $25 billion, maintaining triple-digit percentage growth. Annapurna Labs' customized ASIC chips are mostly produced by TSMC using advanced 3-nanometer processes.World Advanced is an important partner for AWS's self-developed AI chips and is optimistic that its quarterly revenue and profits will reach new highs this season, with continued growth expected in the fourth quarter. The demand for 3-nanometer AI accelerators is better than previously assessed, and designs can be finalized before the end of the year. AWS's ASIC AI cabinets are assembled by Wistron, which also supplies switch trays, while Hon Hai is involved in CPU trays. Hon Hai's rotating CEO, Liu Young-way, stated that this year's ASIC project has made new progress, setting a target for ASIC server market share at over 40%.

Amazon and NVIDIA announced that Amazon will deploy approximately 2 million high-end NVIDIA chips in 2027 and 2028 for training and running artificial intelligence models. Additionally, Amazon stated in March this year that it would install 1 million NVIDIA chips in AWS data centers. The chips involved in this transaction include Blackwell Ultra, Rubin, and Rubin Ultra graphics cards.

NVIDIA's Chief Financial Officer stated that NVIDIA is expanding its partnership with Amazon Web Services.

Amazon officially announced that it has signed a definitive agreement to acquire the data infrastructure company DuckLabs. The transaction is expected to be completed after meeting customary closing conditions. Upon completion of the acquisition, the DuckLabs team will join Amazon Web Services (AWS). DuckLabs is the development company behind the open-source analytical database DuckDB.AWS stated that both parties have been collaborating since 2024, and this acquisition aims to combine DuckLabs' technical capabilities in database engineering to further enhance the speed, usability, and cost efficiency of AWS data analytics services. DuckDB co-founders Hannes Mühleisen and Mark Raasveldt will continue to lead the team after joining AWS and will be responsible for the technical development direction of the open-source project. Amazon emphasized that this transaction does not include the acquisition of the DuckDB open-source project itself; DuckDB will continue to be maintained by the independent DuckDB Foundation and will remain freely available under the MIT license. Amazon stated that the DuckDB user experience will not change before and after the transaction, and the project will continue to operate as open source. In the future, AWS will further announce specific plans for the integration of DuckLabs with AWS business.

SpaceXAI announced the launch of Grok 4.6 on Amazon Bedrock.

AWS announced that the Amazon Bedrock AgentCore payments service is officially fully available (GA). This service collaborates with Coinbase and Stripe, enabling AI agents to autonomously pay for paid APIs, MCP, and content services with just a few lines of code. AgentCore payments integrates Coinbase and Stripe Privy wallets, supporting small transaction payments in USDC stablecoin. Users can recharge the agent wallet and authorize the agent to spend using credit cards or USDC.The service supports the x402 protocol and MPP protocol, with a new "upto" payment scheme that allows agents to set spending limits instead of fixed prices, enabling dynamic billing based on actual reasoning usage. It includes built-in payment session limits (maximum spending per interaction and expiration time), which will be rejected if exceeded, and integrates AgentCore Observability to provide visual dashboards for transaction audit logs, success rates, and average transaction values.Related features have been integrated with CDNs such as Amazon CloudFront and Cloudflare, and clients such as Anchor Browser, SpreadX, and Travala are already using this service. AgentCore payments is now available in multiple regions, and developers can integrate it through the console, CLI, and open-source frameworks like LangGraph and OpenClaw. The launch of this service is a key step in the evolution of AI agents from "reasoning and action" to "autonomous transactions."

According to Bloomberg, Joshua Kushner's Thrive Capital has purchased approximately $215 million worth of shares in Amazon, continuing the venture capital firm's strategy of entering public market investments.This investment was disclosed in a regulatory filing on Friday and is expected to give Thrive exposure to a large company benefiting from artificial intelligence. Amazon benefits from AI by providing agent-based AI shopping tools and offering computing infrastructure to other businesses. Earlier this month, Amazon's market value surpassed $3 trillion for the first time, becoming the fifth company to reach this milestone.Thrive declined to comment. An Amazon representative did not immediately respond to a request for comment.Thrive is known for its early investments in companies such as SpaceX, Stripe, and OpenAI, the latter of which has also received support from Amazon. The venture capital firm's other public market holdings include Figma Inc., Stubhub Holdings Inc., and Oscar Health, which was co-founded and incubated by Kushner.

According to exclusive reports from CTech (Calcalist), Israeli AI startup Decart is in deep negotiations with an international tech giant for a sale, with a valuation of about $6 to $7 billion, and the deal could be signed next week. Founded in 2023, Decart focuses on the development of real-time video generation AI models, employing around 100 people, and has raised approximately $450 million to date. The company just completed a $300 million funding round in May, with a valuation of $4 billion. Initial negotiations were with NVIDIA, and as they were nearing an agreement, another giant intervened, prompting the founder to shift focus to the new buyer. Industry speculation suggests the new buyer could be SpaceX, but Amazon and Nebius are also reportedly interested in participating.Decart's technological advantage lies in its ability to generate videos at a cost far lower than its competitors. SpaceX founder Elon Musk has maintained regular contact with co-founder Dean Leitersdorf since experiencing the game Oasis developed based on Decart's technology in 2024. Sequoia Capital partner Shaun Maguire (who organized Musk's post-war trip to Israel) has been investing in the company since the seed round. If the buyer is SpaceX, it will establish its first R&D center in Israel. Previously, SpaceX had acquired AI programming startup Cursor for $60 billion after its IPO, and acquiring Decart would further strengthen its position in the AI infrastructure sector.

As the US stock technology sector experiences strong buying, the three major indices have collectively risen. According to data from the Gate platform, Microsoft (MSFT) is currently priced at $487.66, with an intraday increase of 4.85%; Amazon (AMZN) is currently priced at $284.02, with an increase of 4.58%. Boosted by strong spot price increases, the trading and position sizes of related stock derivatives on the Gate platform have rapidly climbed. The latest data from Coinglass shows that the 24-hour contract trading volume for Gate MSFT reached $12.3705 million, surging by 211.64%; the 24-hour contract trading volume for Gate AMZNX reached $4.9566 million, soaring by 163.68%. Both trading increases rank among the top in similar stock derivatives on centralized exchanges (CEX).

According to Jinshi reports, Amazon founder Bezos sold $4.07 billion worth of stock.

According to Jinshi reports, the CEO of Amazon Web Services (AWS) stated that the artificial intelligence business is transitioning from the training phase to the inference phase.

According to CCTV News, a spokesperson for the Iranian Islamic Revolutionary Guard Corps introduced the "Victory-2" operation, stating that the Amazon data processing center located in Bahrain has been listed as a target due to its role in providing intelligence support, cloud computing, and services related to the U.S. military command system.The spokesperson did not specify the timing of the strike but indicated that this operation is one of Iran's responses to U.S. attacks.

Amazon has completed its follow-up investment of $35 billion in OpenAI ahead of schedule, bringing the total investment to $50 billion (approximately 338.245 billion yuan), with a current stake of about 5%.Although OpenAI has not met the two conditions of going public and achieving a technological breakthrough, Amazon still chose to fulfill its commitment early and made the final payment this week.OpenAI renegotiated its contract with Microsoft in April, which was a key prerequisite for Amazon to agree to invest the full amount.

According to Gate market data, U.S. stocks closed higher on Friday, with the Dow Jones Industrial Average initially rising by 0.53%, the S&P 500 index up by 0.7%, and the Nasdaq up by 1%. Technology and chip-related stocks had mixed performances, with Amazon rising by 15.32%, Google up by 6.73%, Nvidia up by 2.93%, Meta Platforms up by 3.28%, and Microsoft up by 3.02%. Apple fell by 7.35%, and SpaceX dropped by 3.41%.The Nasdaq China Golden Dragon Index rose by 1.48%, with Alibaba up by 5.12% and Baidu up by 3.38%.

According to Gate market data, Amazon's stock price surged by 14%, marking the largest single-day increase since November 2022.

According to Gate market data, U.S. stocks opened higher, with the three major indices rising, including the Dow up 0.5%, the S&P 500 index up 0.5%, and the Nasdaq up 0.8%. Apple Inc. (AAPL.O) fell 8% due to its Q4 revenue guidance falling short of expectations.Amazon (AMZN.O) rose over 11%, with its Q2 cloud business growth reaching a four-year high.

According to Jinshi, Amazon invested $28.7 billion in OpenAI's Series C preferred stock over a 6-month period ending June 30, including an investment of $13.7 billion in the second quarter.

According to Jinshi reports, Amazon invested $1.3 billion in convertible bonds of Anthropic in the second quarter.