Tag
#Amazon
Starlink 100,000-satellite plan raises rural broadband stakes
Starlink's 100,000-satellite filing would expand capacity, but it also sharpens spectrum fights, hardware costs and Australia's reliance on one network.
Amazon Kuiper broadband service set for Starlink fight
Amazon Kuiper broadband service is on track for a 2026 launch after reaching 396 satellites, setting up a live fight with SpaceX's Starlink.
BIS says the AI data-centre buildout is becoming a credit story
AI data-centre debt risk is rising as the BIS warns private credit, opaque funding and $1 trillion capex could tighten financing.
AI infrastructure spend hits $US765b capital test
AI infrastructure spending is pulling Alphabet, SpaceX and Oracle into fresh equity and debt as investors test a $US765b build-out.
Enterprise AI rollouts stall as worker confusion outruns strategy
Companies are pushing AI tools on staff before defining strategy — 93% of AI leaders cite culture as the primary barrier to adoption, and workers navigate without governance or measurement.
Meta plans AI pendant, new smart glasses in hardware push
Meta plans to test an AI pendant in 2027 and launch new smart glasses in June, targeting 10 million wearable sales in the second half of 2026.
Hyperscaler AI debt: $662B in hidden data centre liabilities rattles credit markets
Amazon, Microsoft, Alphabet, Meta and Oracle have raised hundreds of billions in debt to fund AI infrastructure. Credit derivatives markets are now pricing in the risk — and $662 billion in off-balance-sheet data centre commitments is only beginning to surface.
Robinhood opens AI agents to stock trades and card spending
Robinhood AI agents can place stock trades and make card purchases through separate accounts, with manual approvals in an equities-only beta.
Nvidia earnings show the AI chip boom is still accelerating
Nvidia earnings showed AI chip demand is still rising, with $US81.6 billion in revenue and $US91 billion guidance despite fresh competition risks.
Jassy at Five Years: Inside Amazon's $200 Billion AI Overhaul
Five years into Andy Jassy's tenure as Amazon CEO, a leaner, more disciplined company has placed a $200 billion bet on AI infrastructure — a shift with direct implications for the Australian enterprises that run on AWS.
