All

Rafay Systems secured NVIDIA AI Cloud-Ready validation for its infrastructure orchestration platform, positioning the company’s software as a validated operating layer for neoclouds, sovereign AI clouds and service providers building...

Iceotope Group, a UK-based developer of precision liquid cooling systems for AI and edge infrastructure, raised $26 million in a Series B funding round aimed at accelerating deployment of its...

Tower Semiconductor reported strong Q1 2026 financial results driven by accelerating demand for silicon photonics used in AI infrastructure, while simultaneously disclosing $1.3 billion in contracted silicon photonics revenue for...

Nokia introduced new agentic AI capabilities across its fixed broadband portfolio, embedding autonomous AI agents into its Altiplano, Corteca, and Broadband Easy platforms to automate network operations, customer support, and...

Lightpath announced plans to construct a new long-haul fiber corridor linking Columbus, Ohio and Chicago, Illinois with approximately 392 route miles of infrastructure, including 327 miles of newly built underground...

AST SpaceMobile reported accelerating deployment of its low Earth orbit cellular broadband constellation, with BlueBird 8, 9, and 10 scheduled for launch in mid-June aboard a SpaceX Falcon 9 rocket. The company...

NTT is repositioning itself from a traditional telecom incumbent into one of the world’s largest AI infrastructure and photonics platforms, using its enormous R&D organization, national fiber footprint, global data...

PCI-SIG advances the PCIe 8.0 specification toward a targeted 2028 release with draft 0.5 now available to members, keeping the interconnect roadmap on pace for 256.0 GT/s signaling and up...

Cloudflare reported $639.8 million in Q1 2026 revenue, up 34% year-over-year, as the company positioned itself around what CEO Matthew Prince described as an “agentic AI-first operating model.” The company...

Applied Optoelectronics, Inc reported record first quarter 2026 revenue of $151.1 million, up 51% year-over-year and 13% sequentially, driven by surging demand for AI infrastructure optics and continued strength in...

MACOM posted strong fiscal second quarter 2026 results, driven by continued momentum in data center and optical semiconductor demand tied to AI infrastructure deployments. Revenue reached $289.0 million for the...

Molex completed its acquisition of Israel-based Teramount Ltd., adding detachable fiber-to-chip optical connectivity technology to its portfolio for AI data center interconnects. Teramount develops passive alignment and coupling solutions designed...

NVIDIA outlined how its Spectrum-X Ethernet platform and the new Multipath Reliable Connection (MRC) transport protocol are emerging as critical building blocks for the next generation of AI factories. The...