NTT Results Highlight Shift from Telecom to Photonic AI Infrastructure
NTT is repositioning itself from a traditional telecom incumbent into one of the world’s largest AI infrastructure and photonics platforms,...
NTT DATA Expands AI Infrastructure Ambitions Beyond Traditional IT Services
NTT DATA is repositioning itself from a traditional IT services integrator into a full-stack AI infrastructure company spanning sovereign cloud,...
Neocloud Spending Surge Set to Accelerate
The latest Q1 2026 earnings reports and infrastructure announcements from AI neocloud providers point to a new stage in the...
PCIe 8.0 Advances Toward 256 GT/s and 1 TB/s by 2028
PCI-SIG advances the PCIe 8.0 specification toward a targeted 2028 release with draft 0.5 now available to members, keeping the...
Kyndryl Bridge Uses AI Agents to Predict and Resolve IT Failures
Kyndryl unveiled a new patented agentic AI capability within its Kyndryl Bridge platform that proactively detects and resolves enterprise IT...
STL Plans $100M U.S. Expansion
STL announced plans to invest up to $100 million in the United States to expand manufacturing capacity for optical connectivity...
NVIDIA and IREN Partner on 5GW Global AI Factory Buildout
IREN outlined an aggressive expansion strategy for AI infrastructure, anchored by a new $3.4 billion AI Cloud contract with NVIDIA and a...
IREN Expands into Europe with Nostrum Group Acquisition
IREN agreed to acquire Ingenostrum, S.L., known as Nostrum Group, giving the company a European platform for AI data center...
CoreWeave Doubles Revenue to $2.1B as AI Cloud Backlog Nears $100B
CoreWeave reported first quarter 2026 revenue of $2.08 billion, up 112% year-over-year, as demand for GPU cloud infrastructure accelerated across...
Cloudflare Q1 Revenue Jumps 34%, Agentic AI-First Model, Cuts Jobs
Cloudflare reported $639.8 million in Q1 2026 revenue, up 34% year-over-year, as the company positioned itself around what CEO Matthew...
AOI Posts Record Q1 Revenue as 400G, 800G AI Optics Demand Accelerates
Applied Optoelectronics, Inc reported record first quarter 2026 revenue of $151.1 million, up 51% year-over-year and 13% sequentially, driven by...
Lambda Raises $1B Loan to Expand AI Factory Infrastructure
Lambda secured a $1 billion syndicated senior secured credit facility to accelerate deployment of NVIDIA-based AI infrastructure and expand its...
Coherent Posts Strong Q3 FY2026 Growth on AI Data Center Demand
Coherent reported fiscal third quarter 2026 revenue of $1.81 billion, up 21% year-over-year, as accelerating demand for AI datacenter infrastructure...
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