Dell’Oro: North America Leads with 26% Y/Y Growth
The worldwide Data Center Physical Infrastructure (DCPI) market grew 18 percent year-over-year in 3Q 2025 in manufacturer revenue. Momentum remained ...
Year: 2025
Aviz Rolls Out Certified SONiC with Broad ASIC Support
Aviz Networks accelerated the push toward open, multi-vendor data center networking this week by introducing Aviz Certified Community SONiC, a ...
T-Mobile Bets on AI, 6G, and FWA Scale
T-Mobile CEO Srini Gopalan used his UBS 2025 Global Media & Communications Conference appearance to frame 2026 as a pivot ...
AT&T Leans Into Fiber, Lumen Deal and Copper Exit a
AT&T CEO John Stankey set a bullish tone for 2026 at the UBS Global Media & Communications Conference, arguing that ...
Crown Castle Unveils “Crown 2.0” Tower Strategy
Crown Castle CEO Chris Hillabrant sketched out “Crown 2.0” at the UBS Global Media & Communications Conference, describing a sharpened ...
Arista Targets Controller-less Wi-Fi at Massive Scale
Arista introduced major upgrades to its Cognitive Campus portfolio today, highlighted by a new mobility architecture and expanded AI-driven operations. ...
AOI Lands First Volume Order for 800G Transceivers from Hyperscaler
Applied Optoelectronics Inc. (AOI) secured its first volume purchase order for 800G data center optical transceivers, marking a meaningful milestone ...
Open Compute Project Foundation and Current/OS Form Alliance
The Open Compute Project Foundation (OCP) and Current/OS have formed a new alliance to accelerate the shift toward hybrid AC/DC ...
Marvell Industry Analyst Day: Celestial AI Lands a Hyperscaler Win
Celestial AI CEO Highlights Major Hyperscaler Win and Photonic Fabric Adoption at Marvell Industry Analyst Day Celestial AI CEO Dave ...
Marvell Industry Analyst Day: Solving the Connectivity Bottleneck in AI Infrastructure
Marvell Chief Operating Officer Chris Koopmans opened the company’s Industry Analyst Day by emphasizing that hyperscalers are undertaking one of ...
Marvell Unveils Golden Cable Initiative to Accelerate AI-Scale Connectivity
Marvell put AI-scale connectivity at the center of its Industry Analyst Day, outlining a full-stack interconnect roadmap designed for the ...
Marvell Extends Footprint in PCIe 6 as AI Clusters Push I/O
Marvell accelerated its push into AI-scale connectivity today by announcing broad industry deployment of its Alaska P PCIe 6 retimers ...
Google Cloud Expands Energy Collaboration with NextEra
NextEra Energy and Google Cloud unveiled a sweeping strategic partnership that links AI infrastructure expansion with utility-scale power development across ...
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