NVIDIA’s AI Surge: Data Center Revenue Soars 93% YoY
NVIDIA has posted record-breaking financial results for Q4 and the full year of fiscal 2025, driven by surging demand for AI infrastructure and accelerated…
A journal for networking and telecoms
A journal for networking and telecoms
Corporate strategy coverage
Following earnings, leadership changes, acquisitions, divestitures, funding, partnerships and capital allocation across networking, telecom, cloud and AI infrastructure.
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Converge Digest tracks the business decisions that determine how infrastructure markets evolve. Coverage includes quarterly results, guidance, executive transitions, mergers and acquisitions, venture funding, restructuring, strategic partnerships, manufacturing investment and the capital programs behind new network and compute capacity.
Revenue, margins, guidance, backlog, capital expenditure and segment trends.
Latest reporting ↓02Acquisitions, divestitures, integrations and portfolio restructuring.
Latest reporting ↓03CEO and board transitions, organizational changes and operating priorities.
Latest reporting ↓04Funding rounds, strategic investments, joint ventures and ecosystem agreements.
Latest reporting ↓Latest reporting
NVIDIA has posted record-breaking financial results for Q4 and the full year of fiscal 2025, driven by surging demand for AI infrastructure and accelerated…
Infinera announced that its acquisition by Nokia is expected to close on or about February 28, 2025, subject to final regulatory approvals and customary…
Orange closed 2024 with €40.26 billion in revenue, up 1.2% year-over-year, driven by a 2.7% increase in retail services. EBITDAaL grew 2.7% to €12.1…
AT&T (NYSE:T) announced that its directors have unanimously elected John Stankey to the role of Board Chair. Stankey succeeds William E. Kennard, who was elected…
Telecom Italia (TIM) announced its preliminary 2024 financial results, reporting €14.5 billion in revenue (+3.1% YoY) and a 10.1% increase in EBITDA After Lease…
Telecom Italia (TIM) has officially accepted a €700 million offer from Italy’s Ministry of Economy and Finance (MEF) and Retelit for the acquisition of Sparkle, TIM’s international wholesale subsidiary. The agreement marks…
Equinix delivered another record-breaking year in 2024, reporting $8.75 billion in revenue, a 7% increase on an as-reported basis and 8% growth on a…
Ribbon Communications delivered a record-breaking fourth quarter in 2024, achieving $251 million in revenue, an 11% year-over-year growth driven by strong demand from Tier One U.S. service…
Supermicro reported preliminary financial results for its second quarter of fiscal year 2025, reflecting significant growth driven by strong AI infrastructure demand. Net sales…
Nokia has announced a leadership transition, with Justin Hotard appointed as the next President and CEO, succeeding Pekka Lundmark, effective April 1, 2025. Hotard,…
Cloudflare closed 2024 with strong financial and network expansion results, underscoring its continued leadership in the connectivity cloud market. The company reported record revenue…
NTT reported a 3.4% year-over-year increase in operating revenue, reaching ¥10.05 trillion for the first nine months of fiscal 2024. Despite revenue growth, operating…
Amazon.com reported that AWS continued its strong momentum in Q4 2024 with a 19% year-over-year revenue increase and expanding its AI and cloud offerings.…
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