Rare Books Traced to Amazon AI Training Facility to Be Scanned and Destroyed
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Twitch's chief product officer says he does not know whether content had already been used for training before the setting appeared.
Corning shares rose 9% in pre-market trading after the company reached a multi-billion dollar deal with Amazon to bolster its AI data center infrastructure in the United States.
According to Mars Finance, on June 8th, based on market data, Corning rose 9% pre-market, while Amazon rose 1.23% pre-market. The news came as Amazon announced a multi-year, multi-billion dollar agreement with Corning to purchase the latter's fiber optic products and network solutions to support its rapidly expanding AI data centers in the United States. Both companies stated that the agreement is expected to create approximately 1,000 jobs at Corning's North Carolina facility and expand local fiber optic technician training programs. Amazon Web Services (AWS) CEO Matt Garman stated that the company's investment in North Carolina has created over 26,000 jobs, and Amazon also pledged to invest $10 billion last year to build new data centers there. With the surging demand for AI computing power, fiber optic connections have become a critical infrastructure for high-speed interconnection of data center racks and chips. This collaboration is another large AI infrastructure order that Corning has secured this year. Previously, Meta pledged up to $6 billion in January to support Corning's expansion of its North Carolina fiber optic cable factory, while Nvidia announced in May that it would invest up to $3.2 billion in Corning to build three advanced manufacturing plants dedicated to serving Nvidia. Benefiting from the growing demand for AI infrastructure, the 175-year-old Corning has ushered in a new round of growth, with its stock price more than doubling this year and nearly six times higher than at the end of 2023.
Serenity: Amazon offers the clearest investment logic for supercomputing AI, but the erosion of supercomputing profits by semiconductors may trigger a turning point in capital expenditure.
According to Mars Finance, on June 24th, market analysts recently discussed the sustainability of AI capital expenditures by supercomputing vendors, with significant differences of opinion. Serenity believes that Amazon is currently the most convincing supercomputing investment target. Their logic is that Amazon has a massive workforce of approximately 1.57 million employees, allowing AI capital expenditures to be directly translated into internal cost reductions—automating labor through large language models, optimizing delivery through autonomous driving, and reducing operating costs through warehouse robots. This is further supported by AWS computing power expansion (using its self-developed Trainium chip) and potential chip sales revenue, making its business path clear. Google is ranked second, with its AI investment supported by multiple factors, including its search engine moat, Google Cloud revenue, and advertising optimization, but its physical AI deployment is relatively weak. Microsoft and Meta are considered to have not yet clearly explained the necessity of their capital expenditures to the market. Microsoft's Maia chip development is lagging, and its AI strategy is constrained by its OpenAI investment, resulting in low market sentiment. However, skepticism should not be ignored. Some argue that the ultimate beneficiaries of the current massive capital expenditures by supercomputing vendors are largely semiconductor companies, represented by Nvidia, while the profit margins of supercomputing itself are being continuously squeezed. Once supercomputing vendors lose the incentive to expand spending, or if downstream model companies like Anthropic experience slower-than-expected revenue growth, the current market valuation system based on the AI capital expenditure narrative faces the risk of a sudden reassessment. Serenity emphasizes that supercomputing vendors are currently vying for the "leading large model effect"—platforms with the strongest models will continue to accumulate training data and expand their capabilities. This structural gap may be solidifying, which is the underlying motivation for all players to accelerate their development.
Binance Monitoring Delisted: $GLMR, $ICX, $MOVR, $RARE, $SOPH flagged as monitored for delisting on Binance spot
Followin News, $GLMR, $ICX, $MOVR, $RARE, $SOPH flagged as monitored for delisting on Binance spot
Amazon plans to raise at least $25 billion through a dollar bond issuance.
According to BlockBeats, on July 7, Amazon plans to raise at least $25 billion through a dollar bond issuance.
Amazon Launches Eight-Part U.S. Investment Grade Bond Issuance
According to Mars Finance, on July 7, Amazon (AMZN) announced the launch of an eight-part U.S. investment-grade bond issuance.