Overview
- Amazon reported a strong AWS quarter and said capital spending will climb to about $125 billion to expand data centers and GPU capacity, with shares jumping nearly 10% on the results.
- Microsoft guided total fiscal-year outlays to $91–$93 billion, Google added $6 billion to its plan to reach at least $91 billion this year, and Meta raised 2025 spending to at least $70 billion as demand outstrips available compute.
- Nvidia announced a multibillion-dollar agreement for Samsung to supply next‑generation HBM4 memory, widening its Asian supply chain for AI GPUs.
- Intel is reportedly in advanced talks to acquire AI chip startup SambaNova for roughly $5 billion, a potential consolidation move still subject to negotiation and approvals.
- OpenAI launched Aardvark to autonomously scan codebases and patch security flaws, and New York’s financial regulator issued new guidance directing banks and insurers to tighten oversight of third‑party cyber risks.