Reports indicate that Amazon AWS has increased its ASIC server shipment forecasts.
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Research indicates that AI-powered high-end MLCCs are driving record-high order-to-shipment ratios for major Japanese and Korean manufacturers, increasing the risk of shortages in the second half of 2026.
According to the latest MLCC industry research from TrendForce, driven by both the accelerated replacement of AI servers and the continued mass production of self-developed ASIC chips by cloud service providers (CSPs), the order-to-shipment ratios (BB Ratios) of the three leading MLCC manufacturers—Murata, Samsung Electro-Mechanics, and Taiyo Yuden—reached record highs of 1.30, 1.31, and 1.25 respectively in late June 2026. The overall MLCC market BB Ratio also rose to 1.04. Looking ahead to the second half of 2026, with new AI chip platforms from Nvidia, Google, and AMD entering mass production in the third quarter, capacity will continue to be occupied by AI orders. Coupled with the dual demand of advance stockpiling, the probability of longer delivery times and rising prices for high-end MLCCs is increasing. The fourth quarter is expected to be a crucial period for observing whether the high-end MLCC market will officially enter a period of shortage. (Cailian Press)
Bank of America raised its capital expenditure forecasts for Alphabet, Meta, and AWS.
According to BlockBeats, on July 8th, Bank of America revised its capital expenditure forecasts for Alphabet, Meta, and AWS upwards for 2026 and 2027. Alphabet's 2026 capital expenditure forecast was revised upwards from $187 billion to $195 billion, and its 2027 forecast from $257 billion to $290 billion. Meta's 2026 forecast was revised upwards from $130 billion to $145 billion, and its 2027 forecast from $157 billion to $185 billion. AWS's 2026 forecast remained at $159 billion, while its 2027 forecast was revised upwards from $196 billion to $230 billion.
The National Development and Reform Commission stated that the scale of my country's artificial intelligence-related industries exceeded one trillion yuan last year, and preliminary forecasts indicate a growth rate of over 30% this year.
According to Mars Finance, Wang Ruomeng, Deputy Director of the Innovation and High-Tech Development Department of the National Development and Reform Commission, stated that the scale of my country's artificial intelligence-related industries exceeded one trillion yuan last year, and preliminary forecasts indicate a growth rate of over 30% this year. (Cailian Press)
Amazon Web Services (AWS) has released AWS SimuLearn learning program badges, providing trusted verification of practical skills in the cloud.
Amazon Web Services (AWS) announced the launch of the AWS SimuLearn Learning Program Badge on July 6th (local time). This badge aims to provide learners with a new and verifiable credential to demonstrate their hands-on experience in designing, building, and validating cloud solutions. Amazon states that learners who complete all the practical tasks in a SimuLearn learning program and successfully pass the validation process will receive an officially awarded AWS badge as strong evidence of their communication, decision-making, and overall technical capabilities. (Jiemian)
CryptoQuant: Surge in BTC and Altcoin exchange deposits may indicate increased market volatility.
According to CryptoQuant, as reported by Odaily Odaily, the inflow of Bitcoin, Ethereum, and Altcoin into exchanges has increased significantly recently, a pattern that historically often foreshadows a period of higher volatility in the crypto market. Julio Moreno, Head of Research at CryptoQuant, pointed out that the inflow of nearly 49,000 BTC into exchanges on June 30th is a rare and extreme level. There have only been four similar single-day deposit peaks approaching 50,000 BTC this year, and these peaks are typically followed by significantly amplified price volatility and clear directional price movements. The report argues that at the current inflow level, the market is absorbing a significant amount of Bitcoin that has been transferred to exchanges. Since transfers to exchanges typically imply potential selling pressure, position adjustments, or increased demand for derivatives margin, this could trigger more volatile price movements. CryptoQuant also points out that the inflow of Ethereum and Altcoin into exchanges is also increasing, indicating that the pressure is not limited to Bitcoin but is spreading to the broader crypto asset market. Overall, the surge in exchange deposits may indicate a more significant shift in market direction in the short term.
CryptoOnchain: Increased miner outflows and inflows of older coins into CEXs may indicate that Bitcoin is entering a distribution phase.
According to BlockBeats on July 3rd, CryptoOnchain analysis indicates recent on-chain data showing structural changes in the behavior of long-term holders and miners. Over the past week, average miner outflows increased by 564%, while inflows of older coins (18-24 months old) on Binance surged compared to the 30-day benchmark. CryptoOnchain states that the simultaneous flow of older coins and miner rewards to CEXs typically indicates a market in a distribution phase. However, Binance's daily net inflow of stablecoins averaged -$126 million, suggesting insufficient spot liquidity. Simultaneously, Binance's funding rate rose 87% week-on-week and turned positive, indicating that speculative traders are still building leveraged long positions. The report believes that until stablecoin inflows recover sufficiently to absorb miner and older coin selling pressure, the market may struggle to form a clear structural bottom, and excessively leveraged long positions remain at risk.