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16.09.26 - 05:45
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Amazon Says Cloud Infrastructure In Bahrain, UAE ′Beyond Saving′ (ZeroHedge)
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Amazon Says Cloud Infrastructure In Bahrain, UAE 'Beyond Saving'
Via The Cradle
Amazon Web Services (AWS) says it cannot restore access to its cloud-computing facility in Bahrain or one of three data-hosting zones in the UAE due to the extensive damage caused by Iranian retaliatory strikes, Reuters reported on 15 September.
"The damage to our infrastructure spanned multiple Availability Zones and exceeded what our regional and multi-AZ services are designed to withstand," AWS reported in its status update seen by Reuters.
via Stars & Stripes
In the UAE, resources and data held exclusively within one zone, labeled mec1-az2, have been damaged beyond hope of recovery, the company said, as engineers are still salvaging what they can from the two other battered zones and across the wider Emirati region.
An availability zone refers to a cluster of one or more data centers sitting inside the same geographic region, the structure AWS relies on to keep services running when a single site ...
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14.09.26 - 03:06
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Lite-On revenue rises in August on cloud power demand (Digitimes)
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Lite-On Technology posted NT$19.6 billion (approx. US$622.1 million) in consolidated revenue in August 2026, up 3% month-over-month and 25% year-over-year, as strong demand continued for AI and cloud computing high-end server power supplies, high-efficiency battery backup units (BBUs), and optoelectronic semiconductors. Revenue for the first eight months reached NT$134.7 billion, up 27% year-over-year....
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11.09.26 - 20:42
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Oracle′s Cloud Growth; Debate Around AI Risks (Bloomberg)
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Bloomberg's Ed Ludlow breaks down Oracle's latest results and how they are helping ease concerns around the company's massive AI infrastructure buildout. Plus, the debate around AI's societal risks and the backlash against the global data center build-out grow louder. (Source: Bloomberg)...
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11.09.26 - 20:18
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Oracle′s AI Cloud Growth Eases Buildout Concerns (Bloomberg)
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Oracle's latest results helped ease concerns around its massive AI infrastructure buildout, with cloud infrastructure revenue growing 120% and the company bringing roughly 850 megawatts of new capacity online. BNP Paribas Global Head of Software Research Stefan Slowinski sees a more constructive setup as Oracle moves toward positive free cash flow, but says its upcoming Financial Analyst Day will be key for understanding the returns and the financing behind its AI expansion. He joins Ed Ludlow on "Bloomberg Tech." (Source: Bloomberg)...
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11.09.26 - 04:06
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Oracle′s AI cloud build-out is now rewriting its cost structure (Digitimes)
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Oracle has passed the point where its artificial-intelligence infrastructure business is large enough to reshape the company's entire income statement. Revenue for the quarter ended August 31, 2026, rose 30% to US$19.3 billion, the company said on September 10, and every headline growth rate was strong. The more consequential shift sits one line lower, in what it now costs Oracle to deliver that revenue....
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