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Speaking to a packed audience at the AI Infrastructure Summit, Cadence AI Fellow Charles Alpert outlined how artificial intelligence is no longer just a workload but an essential tool for...

Oracle reported fiscal Q1 2026 results that underscored its pivot to AI-driven cloud infrastructure. Revenue climbed 12% year-over-year to $14.9 billion, led by a 55% surge in Cloud Infrastructure (IaaS)...

Google outlined its vision for scaling AI compute at the AI Infrastructure Summit in Santa Clara, where Mark Lohmeyer, VP & GM of Compute and AI Infrastructure, delivered the keynote...

The worldwide Data Center Physical Infrastructure (DCPI) market sustained its momentum in 2Q 2025, growing 18 percent year-over-year to $8.9 billion in manufacturer revenue, according to a new report from Dell'Oro Group....

Yee Jiun (YJ) Song, VP of Engineering for Infra Foundation at Meta, told the AI Infrastructure Summit in Santa Clara that AI has forced the company to reinvent the way...

AWS outlined its roadmap for building AI-optimized infrastructure during a keynote at the AI Infrastructure Summit in Santa Clara. Barry Cooks, VP of Compute Services at AWS, emphasized the need...

NVIDIA is targeting the rising complexity of AI inference with a new disaggregated infrastructure strategy and a purpose-built GPU for long-context workloads. Modern AI systems are evolving into agentic models...

Nokia and Supermicro are teaming up to deliver integrated data center networking solutions optimized for AI, cloud, and high-performance computing (HPC). The partnership brings together Supermicro’s high-capacity switching hardware with...

Generative AI demand pushed the data center Ethernet switch market to record levels in the first half of 2025, according to Crehan Research. Revenues and shipments each rose 25% year-over-year,...

Adtran has introduced the OSA 5401XG SyncPlug™, a compact SFP-based grandmaster clock designed to deliver PTP and NTP synchronization in 10Gbit/s edge and access networks. The new Oscilloquartz device eliminates...

Inseego expanded its leadership team with the appointment of Donna Johnson as Chief Marketing Officer and the promotion of Vishal Donthireddy to Chief Technology Officer. The moves underscore the company’s...

d-Matrix launched JetStream, a new I/O accelerator designed to reduce latency in large-scale AI inference deployments. The Santa Clara–based company positioned JetStream as a key enabler for scaling AI services...

Semtech introduced two new FiberEdge transimpedance amplifiers (TIAs) targeting the rapid transition from 800G to 1.6T optical interconnects in AI data centers. The GN1834D delivers 200G-per-channel performance with 2.5D mounting...