All

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...

Arm posted record quarterly revenue and used its latest earnings report to sharpen its positioning around AI infrastructure, data center CPUs, and agentic AI workloads. The company reported Q4 FY2026...

AMD reported first quarter 2026 revenue of $10.3 billion, up 38% year-over-year, as demand for EPYC CPUs and Instinct GPUs pushed Data Center revenue to $5.8 billion. The company said...

Arista Networks reported first quarter 2026 revenue of $2.709 billion, up 35.1% year-over-year, as hyperscale AI infrastructure spending continued to drive strong demand for high-speed Ethernet switching, AI spine architectures,...

Lumentum reported record fiscal Q3 FY2026 revenue of $808.4 million, up 90.1% year over year, as demand for optical components tied to AI data center buildouts accelerated. The company posted...

Cisco disclosed plans to acquire Astrix Security on May 4, 2026, targeting the fast-growing security gap around AI agents and non-human identities (NHIs). The deal, reported at approximately $400 million, adds a...

SiTime introduced its Elite 2 Super-TCXO oscillator aimed at improving GPU utilization in AI data centers by tightening time synchronization across large-scale clusters. The device delivers sub-nanosecond synchronization accuracy, positioning...

Lattice Semiconductor reported Q1 2026 revenue of $170.9 million, up 42.2% year-over-year, driven by strong demand across compute, communications, industrial, and embedded markets. The company posted GAAP gross margin of...

Zayo completed its acquisition of Crown Castle’s Fiber Solutions business, adding approximately 90,000 metro-dense route miles and 40,000 on-net enterprise locations to its North American fiber footprint. The deal expands...

Napatech announced a multi-year design win with a tier-1 global financial institution, expanding its footprint in latency-sensitive core infrastructure environments. The agreement is expected to exceed $3 million over two...