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Microsoft, Google, Amazon, and Meta collectively spent $180 billion on data centers and AI chips in H1 2026, a 65% increase from a year ago. Nvidia reported its sixth consecutive quarter of triple-digit revenue growth as a result.
David Chen·7h ago
Amazon announced a new artificial general intelligence research division and committed to manufacturing 100,000 proprietary Trainium3 chips, aiming to reduce its dependence on Nvidia and reshape the competitive dynamics of cloud computing.
David Chen·12h ago
Ana Santos·1h ago
James Wright·1h ago
