Chipmakers extend rally as data-center orders beat expectations
Supply commitments through 2027 point to sustained demand for accelerated compute, with hyperscaler capex guidance revised upward again.
Amazon.com, Inc.
$207.89+0.88%
$207.89+0.88%
Amazon operates online and physical retail marketplaces, third-party seller services, advertising, subscription programmes and Amazon Web Services cloud infrastructure.
Amazon operates online and physical retail marketplaces, third-party seller services, advertising, subscription programmes and Amazon Web Services cloud infrastructure.
Supply commitments through 2027 point to sustained demand for accelerated compute, with hyperscaler capex guidance revised upward again.
Installed-base monetisation continues to offset flat hardware units, with gross margin at the top of guidance.
Two additional fill-finish sites received clearance, shortening lead times in the US and EU markets.
The interesting part of this print isn't the top line, it's that gross margin held while mix shifted toward the lower-margin segment.