[Industrial Securities Communications] AI Daily 20260731

English summary

AI Industry News: July 31 - Amazon expects 2026 capital expenditure to reach $220 billion (approximately RMB 1.49 trillion), higher than the previously expected $200 billion (approximately RMB 1.35 trillion). AWS grew 37% year over year in Q2, but the company said new capacity in the next two years will still be insufficient to meet all customer demand. (Source: IT Home) July 31 - According to Bloomberg, DeepSeek plans to build a large AI data center in Ulanqab, Inner Mongolia, adding about 1GW of computing power, and is considering leasing additional capacity to other companies. Some computing power is expected to be commissioned in late 2027 or early 2028; chip solutions and project investment amounts have not been disclosed. (Source: IT Home) July 31 - SEMI data shows that global silicon wafer shipments reached 3,573 million square inches in Q2, up 7.4% year over year and 9.1% quarter over quarter, roughly equivalent to 31.6 million 12-inch wafers.