Arista Raises AI Revenue Target to $2.75B as Ethernet Evolves for AI Scale-Up
Arista Networks (NYSE: ANET) reported third-quarter 2025 revenue of $2.308 billion, up 4.7% from Q2 and 27.5% from the same ...
Arista’s Andy Bechtolsheim: Pluggables Still Reign as AI Drives Next Wave of 1.6T and 3.2T
At last month's Optica + APC Photonic-Enabled Cloud Computing (PECC) Summit, Andy Bechtolsheim, Chief Architect and Chairman of Arista Networks, closed ...
AMD’s Data Center and AI Surge Power Record Quarter,
AMD reported record revenue of $9.2 billion for Q3 2025, up 36% year-over-year, with non-GAAP net income rising to $2 ...
EXA Infrastructure Deploys FiberSense Monitoring in Italy
EXA Infrastructure has partnered with FiberSense to deploy its DigitalAsset™ monitoring and protection service across EXA’s core fiber network in ...
MACOM to Manufacture HRL’s 40nm GaN-on-SiC Process
MACOM Technology Solutions has signed an agreement with HRL Laboratories to license and manufacture HRL’s proprietary 40nm T3L GaN-on-silicon carbide ...
Tracking OpenAI’s Global AI Infrastructure
OpenAI Infrastructure Tracker Mapping the Global Expansion of Project Stargate and AI Compute Partnerships Last updated: November 2025 | Version ...
Verizon Business and AWS Sign New AI Fiber Network Deal
Verizon Business signed a new agreement with Amazon Web Services (AWS) to deploy long-haul, high-capacity fiber routes connecting AWS data ...
OpenAI Signs $38 Billion, Multi-Year Deal with AWS
Amazon Web Services (AWS) and OpenAI have signed a seven-year, $38 billion infrastructure partnership that will see OpenAI run and ...
Cisco Launches Unified Edge Platform for Distributed Agentic AI
Cisco unveiled its new Unified Edge platform at the Cisco Partner Summit in San Diego, positioning it as the company’s ...
Qnity Launches as Independent Semiconductor Materials Powerhouse
Qnity Electronics began trading today on the New York Stock Exchange under the ticker “Q,” marking its debut as an ...
Lambda and Microsoft Sign Multibillion-Dollar Deal
Lambda announced a multibillion-dollar agreement with Microsoft to deploy large-scale AI infrastructure powered by tens of thousands of NVIDIA GPUs, ...
IREN Secures $9.7B AI Cloud Contract with Microsoft
IREN Limited (NASDAQ: IREN) signed a landmark multi-year contract with Microsoft valued at approximately $9.7 billion, positioning the company as ...
Credo Targets AI Memory Bottlenecks with Weaver Fanout Gearbox
Credo Technology Group has launched Weaver, a memory fanout gearbox engineered to break through the performance barriers of AI inference workloads. Weaver is ...
A private dossier for networking and telecoms