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.
Coverage architecture
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
ABB agreed to acquire IPEC, a UK-based specialist in electrical diagnostics, strengthening its monitoring and predictive maintenance capabilities for data centers and other mission-critical…
NVIDIA announced the acquisition of SchedMD, the primary developer of Slurm, the widely used open-source workload manager for high-performance computing and AI clusters. The…
IP Infusion named Tom Savoie as Chief Executive Officer, tasking the long-time sales and operations executive with leading the company’s next phase of growth…
Broadcom reported record financial results for the fourth quarter and full fiscal year 2025, driven by accelerating demand for AI-focused semiconductors and sustained growth…
Oracle posted strong fiscal Q2 2026 results as cloud momentum accelerated and large AI-related commitments drove Remaining Performance Obligations (RPO) to a record $523…
ECL named longtime cloud and infrastructure executive Michael Glickman as president to accelerate the global rollout of its FlexGrid-powered AI data centers. Reporting to…
HPE wrapped up fiscal 2025 with a sharp acceleration in AI infrastructure and networking demand, booking $9.7 billion in Q4 revenue—up 14% year-over-year—as the…
Marvell posted record quarterly revenue in Q3 FY2026 as demand surged across data-center silicon, lifting both top-line results and forward guidance. The company reported…
Dell Technologies lifted its full-year AI infrastructure outlook after reporting strong Q3 FY26 results, driven by record AI-optimized server demand and a rapidly expanding…
Nokia broke ground today on a major new innovation campus in Ottawa, anchoring a long-term commitment to Canada’s leadership in AI-powered networks, quantum-safe infrastructure,…
Semtech reported Q3’26 revenue of $267 million, up 13% year-over-year, driven by continued strength in data center signal-integrity products and expanding IoT deployments. GAAP…
Keysight ended fiscal year 2025 with fourth-quarter revenue of $1.42 billion, up 10% from a year earlier, driven by strong performance in commercial communications, aerospace…
euNetworks has appointed industry veteran Nick Walden as Chief Revenue Officer, effective 2 December 2025, strengthening its commercial leadership as demand for high-capacity European…
Topic explorer
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Company ecosystem
Company hubs connect current reporting with longer-term coverage history and editorial context.