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Amazon pays Trump, Intel’s new CEO, and China’s AI agent: Tech news roundup

Amazon pays Trump, Intel’s new CEO, and China’s AI agent: Tech news roundup

Both companies are seeing “significant capacity constraints” for graphics processing units, or GPUs, which are essential for training and inferencing generative AI models, analysts at Morgan Stanley (MS) said in a note highlighting takeaways from the firm’s Tech, Media & Telecom 2025 conference.