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AI & Enterprise

AWS CFO says AI spending sustainable, server investment recouped within three years

Amazon Web Services pushed back against concerns of an AI investment bubble, saying current levels of spending are sustainable. AWS Chief Financial Officer John Felton said AI investment is driving meaningful innovation and that AWS is already seeing results from AI capital expenditure. He said the company recoups AI server investment costs within three years and pointed to nearly $500 billion in backlog as evidence of broad-based demand.

Finance

Korean stocks to test rebound after plunge as U.S. big tech earnings in focus

South Korean stocks are expected to test whether a rebound can be sustained after a sharp selloff, with attention on U.S. big tech earnings and investment plans. Concerns have spread over credit risk at AI infrastructure firms, weighing on the broader AI value chain. Markets will also watch Nvidia’s GTC event in Berlin and China’s economic data. U.S. Treasury yields and bond-market supply are seen as key variables ahead of the Fed blackout period.

Industry

Samsung Electro-Mechanics signs MLCC supply deal for AI servers worth 290 billion won

Samsung Electro-Mechanics said on Monday it signed a supply contract for multilayer ceramic capacitors used in AI servers worth about 290 billion won, or $210 million. The one-year supply period runs from Jan. 1 to Dec. 31, 2027. The company said it is its sixth long-term supply agreement this year under filings. It has signed consecutive long-term deals since May and reported a cumulative value of about 3.9 trillion won.