Amazon and Microsoft use their latest results to reinforce that companies’ artificial-intelligence investment plans remain strong, supporting demand expectations for semiconductors and related equipment. Bloomberg reports that aggressive AI spending by Amazon, Microsoft and Alphabet provides new evidence that demand for chips and associated infrastructure is likely to stay resilient despite recent volatility in the chip sector. NDTV focuses on Amazon’s specific guidance, saying Amazon boosts its full-year capital expenditure forecast to $220 billion from a prior estimate of $200 billion. NDTV also quotes Amazon CEO Andy Jassy, who says most of the planned spending is directed toward artificial intelligence. Together, the reports indicate that hyperscalers are continuing to expand AI-related compute capacity and infrastructure. While the sources differ in emphasis—Bloomberg on broader sector implications and NDTV on Amazon’s revised spending outlook—both point to sustained investment as a key driver shaping near-term expectations for chip demand and equipment orders.