OpenAI is reworking its US$500 billion Stargate initiative, shifting from a fixed data center joint venture toward a more flexible strategy for securing computing capacity as demand for artificial intelligence infrastructure accelerates.
Lite-On Technology reported first-quarter revenue of NT$43.4 billion (approx. US$1.35 billion), up 19% from a year earlier, as surging demand for AI infrastructure fueled rapid growth in its cloud-related business.
Microsoft executives defended the company's rising capital spending after reporting stronger-than-expected fiscal third-quarter results, saying demand for Azure, Copilot, and AI infrastructure continues to exceed available capacity.
Alphabet's first-quarter 2026 results point to a company increasingly defined by AI-driven momentum across search, cloud, and subscriptions—with CEO Sundar Pichai framing the quarter as evidence that its "full-stack" AI strategy is beginning to translate into measurable business performance.
Microsoft reported stronger-than-expected fiscal third-quarter results, as Azure growth, Microsoft Cloud demand, and rising Copilot adoption helped ease investor concerns over the company's heavy spending on artificial intelligence infrastructure.
