Amazon reported strong Q2 earnings with 20% net sales growth and 37% AWS cloud revenue growth, leading its stock to rise nearly 10% despite the company increasing capex spending to $220 billion for 2026. The company spent $173 billion on property and equipment in fiscal 2024, up from $107.65 billion the prior year, while also investing in custom chips like Trainium and Graviton to improve cloud margins. Investors are backing cloud providers with strong revenue streams like Amazon and Microsoft, while remaining skeptical of AI labs and startups without clear revenue sources, though this confidence may be fragile if underlying AI demand doesn't sustain the massive infrastructure buildout.
Moonshot AI released Kimi K3, a 2.8 trillion parameter open-weight model on July 27, 2026, which AWS now supports for deployment via SageMaker HyperPod and Amazon EKS. The model uses a Mixture of Experts architecture with 896 specialist experts, activating only 16 per token for 104 billion active parameters per forward pass, achieving 2.5x scaling efficiency improvement over its predecessor. Organizations can now self-host one of the most capable open models on AWS infrastructure using either managed HyperPod services or self-managed Kubernetes clusters with p6-b300 GPU instances.
AWS launched Startup Advisor, an AI-powered assistant that provides architecture, security, cost, and scalability guidance for startups building on AWS. The tool is free for AWS Activate members and available both on the web and as an IDE extension, using data from the startup's AWS Activate application and website to provide context-aware recommendations. Startups can now receive curated guidance without starting from scratch, with proactive alerts to optimize costs and security throughout their development lifecycle.
Every AI story that matters,
in your inbox by 8am.
TLDRocket reads all relevant sources, removes duplicate coverage, and summarises the
day in two minutes. Follow companies and topics for alerts, or get the
briefing in Slack. Free, no spam, unsubscribe anytime.
Reading TLDRocket needs no cookies, and the readership counts we rely on come from
our own cookieless analytics. Google Analytics is the exception: it sets cookies and
reports to Google, so it stays switched off until you allow it. You can change your
mind any time from “Cookie settings” in the footer.
Strictly necessary
Session security and form protection (tldrocket-session,
XSRF-TOKEN, 2 hours). The site cannot work without them,
so they need no consent.
Always on
Google Analytics 4 (_ga,
_ga_<id>, up to 2 years). Measures which
stories and sections readers use. Google acts as a third-party processor and may
store the data outside the EU. No advertising, no profiling, no data sold.
