Tag: revenue forecast
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The Register: Hardware quality problems and server supply chain kinks slow Amazon’s $100 billion AI build
Source URL: https://www.theregister.com/2025/02/07/amazon_q4_fy_2024/ Source: The Register Title: Hardware quality problems and server supply chain kinks slow Amazon’s $100 billion AI build Feedly Summary: Reverses life extensions for some servers it now feels aren’t useful in the inferencing age Amazon Web Services is struggling to get the high-quality servers it needs to build AI infrastructure and…
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The Register: TSMC plans to have 1.6nm chips in ‘volume production’ by 2026
Source URL: https://www.theregister.com/2025/01/16/tsmc_says_16nm_chips_volume_2026/ Source: The Register Title: TSMC plans to have 1.6nm chips in ‘volume production’ by 2026 Feedly Summary: You’ve got to spend money – like $36 billion+ – to make, er, AI chips TSMC is bumping capital expenditure in 2025 to between $38 billion and $42 billion in anticipation of scooping up more…