Due to AI server backlogs, Kingboard Holdings is being pushed to expand its manufacturing capacity to meet the demands of clients like Microsoft, Amazon, and Oracle.

The entities involved

• Microsoft →

  American multinational technology corporation

  • Nvidia is expanding its platform deployment across major cloud providers, including Google Cloud and Microsoft Azure.Mon 17:31
  • Cloud giants, including Microsoft, Amazon, Anthropic, OpenAI, and Google, are benefiting from overall AI market growth while navigating corporate cost containment and future market competition.Mon 16:50
• Kingboard Holdings →

  Nothing else this week.

• Amazon.com →

  e-commerce platform

  • Amazon blocked Meta's AI assistant, Muse, from shopping on Amazon.com, as Muse's usage threatens traditional e-commerce models.Mon 17:49
  • Jefferies reaffirmed Amazon's stock buy rating on June 18, 2026.Mon 12:11
• Oracle →

  company in Madrid, Spain

  • Major tech companies, including SpaceX, Google, and Nvidia, are expanding into AI technology, benefiting from increased demand for AI infrastructure and memory supply.Mon 11:53
  • Oracle's AI spending plan relates to OpenAI's compute needs, which in turn benefits Nvidia as a chip supplier.Mon 11:00