
AI巨頭開始與美國財政部搶錢
Microsoft、Alphabet、Amazon、Meta與Oracle的AI資料中心資本支出快速上升,可能迫使它們透過公司債與結構化融資籌集資金。文章認為,AI債券供給正在擠壓美國國債需求,推高長期利率並對高估值AI公司的估值模型造成壓力。
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Microsoft、Alphabet、Amazon、Meta與Oracle的AI資料中心資本支出快速上升,可能迫使它們透過公司債與結構化融資籌集資金。文章認為,AI債券供給正在擠壓美國國債需求,推高長期利率並對高估值AI公司的估值模型造成壓力。

Amazon Bedrock now supports OpenAI GPT-5.6 models—Sol, Terra, and Luna—across more than 25 AWS Regions through cross-Region inference. Developers can use US geographic or global inference profiles to improve throughput and access the models through OpenAI and Converse APIs.

Amazon Bedrock AgentCore now supports Policy Authoring, which converts natural-language policy documents into Dogwood policies. The update helps teams enforce agent controls, including new time-based constraints, with worked examples and best practices.

AWS Professional Services uses a multi-agent framework on Amazon Bedrock AgentCore to automate enterprise cloud migrations end to end. Specialized agents cover discovery, infrastructure-as-code generation, portfolio governance, and post-migration operations, reducing IaC development time from weeks to minutes.

Waymo has published the architecture of its robotaxi onboard computer, offering its first detailed look inside the vehicle system. The company also introduced a custom 5-nanometer chip and identified seven suppliers supporting the platform.

GitLab Dedicated customers can now deploy the AI Gateway for GitLab Duo Agent Platform within their single-tenant SaaS environment. This keeps AI processing aligned with the customer's selected AWS region and enables connections to Amazon Bedrock or preferred model providers.

Amazon Bedrock AgentCore Web Search now supports per-request domain and publication-date filters. Developers can control which websites agents use and require fresher sources, with filtering enforced server-side.

AWS presents three serverless patterns for invoking Amazon Bedrock AgentCore agents asynchronously from AWS Step Functions. Task-token callbacks, direct service integrations, and durable functions help eliminate idle compute costs while agents process requests.

KnowledgeForge converts resolved ITSM incident tickets into new knowledge base articles and continuously curates existing content. Its multi-tenant, closed-loop pipeline uses Amazon Bedrock, Amazon S3 Vectors, and AWS Step Functions for deduplication, quality scoring, and content improvement.

Nebius Group plans to raise $4.5 billion through convertible bonds to build artificial intelligence data centres. The offering includes $2.75 billion of notes maturing in 2030, with the remainder issued in a second tranche.