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07.08.26 - 22:42
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Akamai CEO on Earnings, Cloud Industry, New Investment (Bloomberg)
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Akamai's shares declined following the release of its second-quarter earnings report, despite the company beating earnings estimates. Tom Leighton, Co-Founder and CEO of Akamai, joined the program to discuss the company's performance and recent developments. He speaks with Romaine Bostick on "The Close." (Source: Bloomberg)...
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07.08.26 - 05:06
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Microsoft launches fourth cloud region in India as AI demand accelerates (Digitimes)
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Microsoft has opened its India South Central cloud region in Hyderabad, expanding local capacity for customers in one of the world's fastest-growing digital markets. The move could matter well beyond India, giving global enterprises more options for sovereign-ready AI, regulated workloads, and lower-latency cloud services in Asia's second-largest internet economy....
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06.08.26 - 08:06
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US curbs on Chinese optical modules cloud Taiwan suppliers despite LMOC revenue record (Digitimes)
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The US Federal Communications Commission is reportedly drafting rules to prohibit imports of new Chinese optical transceiver modules, with the measures targeted for publication and implementation in 2026, drawing close market attention. Industry sources expect US suppliers Coherent and Lumentum to be the principal beneficiaries if the restrictions proceed. However, both companies produce their continuous-wave lasers in-house, meaning Taiwanese optical-communications suppliers may gain redirected orders but could still face near-term disruption....
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05.08.26 - 19:36
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SpaceX′s AI Cloud Business Is Taking Off, Says Deutsche Bank (Bloomberg)
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SpaceX's AI cloud business is emerging as one of the company's fastest-growing businesses, according to Edison Yu, head of Global Space & Aerial Mobility at Deutsche Bank. He explains why leasing AI compute capacity could soon become SpaceX's biggest revenue driver, how the company is progressing toward orbital data centers, and why Starship remains the key to unlocking its long-term ambitions. He joins Ed Ludlow on "Bloomberg Tech." (Source: Bloomberg)...
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