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 ...
Nextgov

The Pentagon’s next major cloud contract is in the works

Get the latest federal technology news delivered to your inbox. The Pentagon is developing a follow-on to the $9 billion Joint Warfighting Cloud Capability contract vehicle it awarded in 2022 to cloud ...
GeekWire

Microsoft and OpenAI tweak the terms of their cloud deal, enabling $500B Stargate AI project

Microsoft will no longer be the exclusive provider of new cloud computing capacity to OpenAI — a new twist in their relationship that clears the way for OpenAI to work with Oracle and others on the ...
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 Motley Fool

Where Will TSMC Stock Be in 1 Year?

TSMC's growth in 2025 has been solid, and 2026 could turn out to be another strong year for the company. TSMC's customers, including major cloud computing providers, are likely to want more chips next ...
TechSpot

At $30 billion per year, Oracle secures one of the largest cloud deals in history

What just happened? Oracle has secured a cloud computing contract with an undisclosed customer, expected to generate more than $30 billion in annual revenue starting in fiscal year 2028 – nearly three ...
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) ...