WS #13654
Amazon raises 2026 capex to $220B citing memory costs; global LPDDR shortage hits MacBook Air supply; Amazon plans 7.65GW gas plant for AI data center. Over 900 million SpaceX shares unlock, stock up 6% despite lockup; Tesla faces volatility amid SpaceX merger rumors. Apple files formal request to halt OpenAI's AI device development, alleging IP theft and data leaks.
AI capex and memory shortage
Amazon raises 2026 capex to $220B citing memory costs; global LPDDR shortage hits MacBook Air supply; Amazon plans 7.65GW gas plant for AI data center.
Over 900 million SpaceX shares unlock, stock up 6% despite lockup; Tesla faces volatility amid SpaceX merger rumors.
Apple files formal request to halt OpenAI's AI device development, alleging IP theft and data leaks.