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At Cisco’s AI Summit, Chuck Robbins and Jensen Huang used a wide-ranging onstage conversation to outline how enterprise computing is being reshaped by AI—and why infrastructure, networking, and software platforms...

At Cisco’s AI Summit, Google detailed how closer collaboration between infrastructure, silicon, and frontier model teams—and faster paths from lab to scale—now shape its AI platform strategy. Amin Vahdat, VP...

Aria Networks, a Santa Clara–based data center networking startup emerging from stealth, has made its first public announcement with the launch of a new Ethernet switching portfolio built around 1.6TbE...

Marvell Technology has completed its previously announced acquisition of Celestial AI, adding optical scale-up interconnect technology to its data center portfolio. The deal brings Celestial AI’s Photonic Fabric optical interconnect...

Teradyne and MultiLane announced plans to form a joint venture, MultiLane Test Products (MLTP), to address rising demand for high-speed test solutions driven by AI data center infrastructure. The companies said MLTP will...

Nokia reported fourth-quarter and full-year 2025 results that reflected steady execution, with growth in Network Infrastructure offset by higher restructuring and integration costs. Fourth-quarter comparable net sales reached EUR 6.1 billion, growing...

Microsoft posted double-digit growth in its fiscal Q2 2026 quarter ended Dec. 31, 2025, as cloud and AI demand lifted revenue to $81.3 billion (+17% YoY) and operating income to...

AT&T reported Q4 2025 revenue of $33.5 billion, adjusted EPS of $0.52, adjusted EBITDA of $11.2 billion, and free cash flow of $4.2 billion. For full-year 2025, AT&T posted revenue...

OIF will stage a large-scale, live multi-vendor interoperability demonstration at OFC 2026, underscoring how interoperable optical and electrical interfaces translate into deployable infrastructure for AI-era data center networks. The showcase runs March...

VIAVI Solutions posted strong year-over-year growth in fiscal second-quarter 2026 revenue as demand accelerated across data center, aerospace, and defense markets. The company reported net revenue of $369.3 million for the quarter...

Ricursive Intelligence announced a $300 million Series A funding round to advance AI software aimed at automating and accelerating semiconductor design workflows. The company is based in the San Francisco Bay...

IonQ announced plans to acquire SkyWater Technology in a $1.8 billion cash-and-stock transaction, positioning itself as the first vertically integrated, full-stack quantum platform company with embedded access to a U.S.-based trusted semiconductor...

NEC Corporation announced the development of a new 5G Sub-6GHz base station radio unit (RU) using Massive MIMO technology, with a commercial launch planned for the first half of fiscal year...