Daniel Romero(@HyperTechInvest):$AMZN is following the $NVDA playbook: Taking equity stakes in suppliers to help fund their working capital Amazon is investing $50M in Gold Circuit Electronics (GCE), a Taiwanese PCB supplier for AI servers and network switches Amazon will buy 1.856M new shares at NT$856 each, a 20% discount to the reference price GCE supplies all four major cloud providers and is benefiting heavily from custom AI and server demand Its August revenue hit a record NT$10.38B ($326M), up 76.4% YoY. January-August revenue reached NT$64.06B ($2.01B), up 71.3% YoY This is Amazon’s second investment in Taiwan’s AI supply chain, following its investment in Alchip in 2024

2026.09.30 00:51

$AMZN is following the $NVDA playbook: Taking equity stakes in suppliers to help fund their working capital Amazon is investing $50M in Gold Circuit Electronics (GCE), a Taiwanese PCB supplier for AI servers and network switches Amazon will buy 1.856M new shares at NT$856 each, a 20% discount to the reference price GCE supplies all four major cloud providers and is benefiting heavily from custom AI and server demand Its August revenue hit a record NT$10.38B ($326M), up 76.4% YoY. January-August revenue reached NT$64.06B ($2.01B), up 71.3% YoY This is Amazon’s second investment in Taiwan’s AI supply chain, following its investment in Alchip in 2024