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17.06.26 - 02:48
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Acer E-Enabling posts nearly 20% revenue growth as AI agent demand boosts cloud and security services (Digitimes)
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Acer E-Enabling Service Business said enterprise adoption of AI Agent applications has driven stronger demand for cloud services, cybersecurity, and AI solutions, lifting its revenue in January to May 2026 by nearly 20% year on year. The firm reported consolidated revenue of NT$575 million (US$18.22 million) in May 2026, a 30.5% increase from May 2025, and cumulative revenue of NT$4.416 billion for the first five months of 2026, up 19.7% year on year....
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16.06.26 - 22:12
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Semiconductor Stocks Tumble After Microsoft Balks At $3B Oracle Cloud Deal (ZeroHedge)
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Semiconductor Stocks Tumble After Microsoft Balks At $3B Oracle Cloud Deal
Chip stocks tumbled even further in late Tuesday trading following a report that Microsoft just walked away from talks with Oracle about leasing the company's cloud infrastructure because of concerns over security and compliance.
The deal, according to Business Insider, would have been worth over $3 billion - as large Silicon Valley tech companies are running short on computing power (more on that later).
The plan was to move some Microsoft workloads to Oracle Cloud Infrastructure, but Oracle's public cloud did not have the Federal Risk and Authorization Management Program (FedRAMP), a standardized security framework that ensures cloud services are secure enough to handle U.S. government data. Oracle was not willing to add this framework, one of the people said. -BI
Oracle has denied the scoop.
"The details mentioned in the article are inaccurate," an spokesperson said, declining to specify the inaccu...
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16.06.26 - 00:06
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Apple leans on Google Cloud and Nvidia GPUs in a pragmatic AI reset (Digitimes)
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After Apple's WWDC 2026 keynote, online rumors claimed that only premium devices with 12GB of memory could run on-device AI, but DIGITIMES analyst Luke Lin said on a podcast that that was just Apple's messaging. Most on-device AI features only need 8GB of memory; only the Apple-defined advanced on-device AI requires the higher 12GB spec....
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13.06.26 - 03:06
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Alibaba Cloud opens new Malaysia region to meet rising AI demand (Digitimes)
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Alibaba Cloud has launched a new public cloud region in Johor, Malaysia, adding two data centers as part of its push to expand cloud and AI infrastructure. The move is aimed at serving growing demand in Malaysia and across the region, with implications for businesses seeking faster, more secure digital services regionally....
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13.06.26 - 03:06
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Taiwan IC distributor Edom eyes four growth engines beyond cloud AI (Digitimes)
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As cloud service providers ramp up investment in AI infrastructure, Edom chairman Wayne Tseng said rising costs for materials, production equipment and labour will keep overall market supply tight in the second half of 2026, with price increases likely to continue. He also said AI is moving from the cloud into enterprise applications, with power, cybersecurity, optics and the medical sector set to become four key growth areas....
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12.06.26 - 18:48
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Anzeige: STACKIT Cloud für souveräne IT-Strategien (Golem)
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Datensouveränität und Governance prägen Cloudstrategien in Unternehmen. Die STACKIT Cloud bietet dafür einen europäischen Ansatz. Ein Workshop ordnet Technik und Umsetzung ein. (Golem Karrierewelt, Server-Applikationen)...
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12.06.26 - 03:06
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Cloud migration alone is not enough for AI adoption, said SAP (Digitimes)
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Many companies have moved enterprise systems to the cloud. Still, global readers are now seeing a broader lesson: without cleaner data, tighter governance, and better integration, AI can remain stuck at the pilot stage. SAP said the real challenge is not just deploying tools, but rebuilding the foundations that let them scale....
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