亚太地区科技领域-亚马逊与资本支出要点；2026 年人工智能增长可见性提升；苹果受关税影响迄今温和-APAC Technology _UBS Tech Views_ Amazon and Cloud Capex Takeaways_ 2026 growth visibility for AI improves; Apple tariff impact mild to date

ab 1 August 2025 The following are relevant metrics for the supply chain, with the figures below summarizing the hyperscale capex, cloud growth, inventory and metrics for the aggregate hyperscalers. Equities Global Technology Randy Abrams Analyst randy.abrams@ubs.com +886-2-8722 7338 Nicolas Gaudois Analyst nicolas.gaudois@ubs.com +65-6495 5148 Global Research APAC Technology UBS Tech Views: Amazon and Cloud Capex Takeaways: 2026 growth visibility for AI improves; Apple tariff impact mild to date Amazon res ...