Bloomberg Tech Amazon Cutting 16,000 Jobs, ASML Reports Record Bookings
18 snips
Jan 28, 2026 
Raquel Erdison, founder and CEO of Wabi, on the startup's $1B raise and plans for trucking and robotaxis with Uber. Pierre Ferragu, senior analyst at New Street Research, on ASML's record bookings and chip-equipment demand. Spencer Soper, Bloomberg retail reporter, on Amazon cutting about 16,000 corporate roles. They tackle industry moves, AI-driven demand, and commercialization timelines.
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Amazon Delayers Corporate Structure
- Amazon plans to cut 16,000 corporate roles to remove layers of bureaucracy and increase ownership.
- The move continues a broader delayering trend and follows earlier rounds totaling about 30,000 corporate cuts.
ASML Bookings Signal AI Momentum — But Caution
- ASML reported record Q4 bookings driven by sustained AI demand while planning to cut 1,700 roles to streamline operations.
- Markets parsed this as 2026 possibly being a peak equipment spending year, prompting profit-taking despite strong orders.
Capacity Peak Could Outpace AI Growth
- Strong 2026 demand may mark a peak in incremental capacity additions for semiconductor equipment, not peak AI growth itself.
- Pierre Ferragu warns semi-cap equipment growth can lag downstream chipmakers as capacity buildouts plateau.