Supermicro is expanding its San Jose manufacturing base with a new 32.8-acre campus, adding its fourth Bay Area location as demand rises for AI servers, rack-scale systems, and U.S.-based data...
Digital Realty is scaling aggressively to meet surging AI-driven infrastructure demand, reporting record leasing activity and expanding its global capacity pipeline as hyperscale and interconnection workloads accelerate. The company posted...
ZTE posted first-quarter 2026 revenue of RMB 34.99 billion (approximately $4.8 billion USD), up 6.1% year-over-year, as growth in computing, devices, and international markets offset weaker domestic carrier spending. The...
Intel reported first-quarter 2026 revenue of $13.6 billion, up 7% year-over-year, with strong growth in its Data Center and AI segment and continued momentum in advanced packaging and foundry services....
Nokia reported a solid start to 2026 with growth driven by optical networking and accelerating demand from AI infrastructure buildouts. Comparable net sales reached €4.5 billion, up 4% year-over-year, while...
MaxLinear, Inc. reported first-quarter 2026 revenue of $137.2 million, marking a 43% year-over-year increase and a modest 1% sequential gain, as demand for optical connectivity in AI-driven data center infrastructure...
AT&T Inc. reported first-quarter 2026 results showing accelerating momentum in its “converged connectivity” strategy, as fiber broadband and 5G wireless increasingly operate as a unified infrastructure platform. The company posted...
On April 17th, Ericsson reported a mixed first quarter for 2026, with solid underlying demand offset by currency headwinds and restructuring charges. Organic sales rose 6% year-over-year, driven primarily by...
Molex has signed an agreement to acquire Teramount Ltd., aiming to accelerate the commercialization of co-packaged optics (CPO) for AI, cloud, and 5G infrastructure. The deal centers on integrating Teramount’s detachable fiber-to-chip...
Cisco announced its intent to acquire Galileo Technologies, Inc., a startup focused on AI observability and evaluation, as enterprises accelerate deployment of agentic AI systems across production environments. The move...
Broadcom and Google have signed long-term agreements covering custom AI processors and rack-level infrastructure, extending their collaboration on hyperscale AI systems through 2031. The deals formalize Broadcom’s role in both...
Huawei reported 2025 revenue of CNY880.9 billion ($122 billion USD) and net profit of CNY68 billion ($9.4 billion USD), maintaining steady performance despite ongoing geopolitical constraints and cyclical pressure in...
POET Technologies reported fourth quarter 2025 financial results and outlined a transition from R&D-driven operations to commercial execution, backed by significant capital inflows and early production orders. The company secured...
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