Home › Chips & Hardware › ReportChips & Hardware · ReportAmazon $25B Bond Demand Peaks at $62B; AI Debt Arms Race AcceleratesTrade pressSlicast · July 12, 2026 · Global · Source: SiliconAngleimportance 83Read the originalShareCompanies in this storyAWS / AmazonCapex history →Related reportsChips & HardwareNvidia's Rubin Ultra AI system valued at $21 million per unit, marking flagship GPU cluster pricing.2026-07-12Chips & HardwareMarvell landed 5 million photonic chip shipments for AI data center interconnect, validating optical networking as alternative to electrical switching.2026-07-12Chips & HardwareASML reported €38.8 billion backlog amid political pressure over export controls and advanced packaging capacity constraints.2026-07-12Chips & HardwareMicron reported record profitability in 2025 driven by AI memory demand, with HBM capacity fully allocated through 2027.2026-07-12Chips & HardwareTSMC's leading-edge 2nm node production fully booked, backlog solid through 2027.2026-07-12