MACOM Revenue Jumps 23% as AI Optical Demand Accelerates
MACOM posted strong fiscal second quarter 2026 results, driven by continued momentum in data center and optical semiconductor demand tied ...
Year: 2026
Ooredoo and du Advance 720 Tbps FIG Subsea Cable Plans
Ooredoo Group and du announced plans to land the Fibre in the Gulf (FIG) subsea cable system at a du ...
Molex Completes Teramount Acquisition to Scale Co-Packaged Optics
Molex completed its acquisition of Israel-based Teramount Ltd., adding detachable fiber-to-chip optical connectivity technology to its portfolio for AI data ...
AST SpaceMobile Targets Mid-June Falcon 9 Launch for Three BlueBirds
AST SpaceMobile outlined plans for a mid-June 2026 launch of three next-generation BlueBird satellites aboard a SpaceX Falcon 9 rocket, ...
Multipath Reliable Connection (MRC) Redesigns Ethernet for GPU AI Clusters
A coalition of AI infrastructure leaders including OpenAI, Microsoft, NVIDIA, AMD, Intel, and Broadcom unveiled a new Ethernet transport architecture ...
NVIDIA Expands Spectrum-X Ethernet With MRC
NVIDIA outlined how its Spectrum-X Ethernet platform and the new Multipath Reliable Connection (MRC) transport protocol are emerging as critical ...
NVIDIA and Corning Launch Massive U.S. AI Optics Manufacturing Push
NVIDIA and Corning announced a multiyear commercial and technology partnership aimed at expanding U.S.-based manufacturing capacity for the optical connectivity ...
SpaceXAI Taps Colossus 1 for Anthropic
SpaceXAI has signed an agreement with Anthropicto provide access to Colossus 1, a large-scale AI supercomputer designed to support next-generation model ...
Arm Targets AI Data Centers With AGI CPU Strategy
Arm posted record quarterly revenue and used its latest earnings report to sharpen its positioning around AI infrastructure, data center ...
Corning Extends “Springboard” Growth Plan on AI Photonics
Corning outlined an expanded and extended version of its “Springboard” growth strategy, raising long-term revenue targets as demand accelerates for AI-driven ...
HPE Pushes Agentic AIOps with Self-Driving Network Actions
HPE introduced new self-driving network capabilities across HPE Mist and HPE Aruba Central, moving its AI-native networking strategy from operational ...
AMD Q1 Revenue Rises 38% as Data Center Becomes Core Growth Engine
AMD reported first quarter 2026 revenue of $10.3 billion, up 38% year-over-year, as demand for EPYC CPUs and Instinct GPUs ...
Arista Networks Reports 35% Q1 Revenue Growth, Data Center Switching
Arista Networks reported first quarter 2026 revenue of $2.709 billion, up 35.1% year-over-year, as hyperscale AI infrastructure spending continued to ...
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