Alpha and Omega projects $160M Q2 revenue as it accelerates 800-volt AI data center investments

Alpha and Omega Semiconductor Limited (AOSL) Q1 2026 Management View CEO Stephen Chang reported total revenue of $182.5 ...
Reuters

Amazon cloud computing results fail to impress, shares dive

Shares drop more than 7% after hours Cloud computing results lag big gains from Alphabet, Microsoft Cloud unit margins narrow to 32.9% from 35.5% a year earlier July 31 (Reuters) - Amazon.com (AMZN.O) ...
Reuters

Oracle eyes $20 billion AI cloud computing deal with Meta, source says

Sept 19 (Reuters) - Oracle (ORCL.N), opens new tab is in talks with Meta (META.O), opens new tab for a multi-year cloud computing deal worth about $20 billion, underscoring the social media giant's ...
The Verge

OpenAI reportedly signs $300 billion Project Stargate cloud deal with Oracle

According to the WSJ, their five-year deal starts in 2027. According to the WSJ, their five-year deal starts in 2027. is a NYC-based AI reporter and is currently supported by the Tarbell Center for AI ...