Amazon CEO: Strong computing demand will last until 2028

Amazon has raised its full-year capital expenditure forecast to $220 billion. CEO Andy Jassy stated that even with this investment, computing supply will not fully meet customer demand in 2026 and 2027, and customer orders locked in for 2028 are already very significant.

Amazon/AWS

Jensen Huang Supports Chinese AI Models

NVIDIA CEO Jensen Huang expressed strong support for Chinese AI models during a recent interview. He praised the progress made by Chinese AI companies and emphasized the importance of global collaboration.

NVIDIA