AWS Grows 20% as Amazon Adds 3.8 GW of AI Infrastructure Capacity
Amazon Web Services (AWS) posted a 20% year-over-year revenue increase to $33 billion in Q3 2025—its fastest growth since 2022—driven ...
Meta’s AI Buildout Drives Record $19B Quarterly CapEx
Meta Boosts 2025 CapEx to $72B as AI Infrastructure Drives Next Wave of Investment Meta Platforms reported third-quarter 2025 revenue ...
Lambda to Build 100MW Data Center in Kansas City
Lambda is expanding its U.S. data center footprint with plans to convert a vacant 2009-built facility in Kansas City, Missouri, ...
Lumen Reports $1B in Private Connectivity Fabric Deals in Q3
Lumen Technologies reported third-quarter 2025 results showing revenue, EBITDA, and free cash flow above expectations as the company accelerated its ...
Microchip’s Grandmaster Clock for High Accuracy Time Transfer over Optical
Microchip Technology introduced the TimeProvider 4500 v3 (TP4500) grandmaster clock, a new terrestrial time-transfer platform capable of achieving sub-nanosecond accuracy ...
Microchip Intros Optical Ethernet PHY Transceivers with PTP and MACsec
Microchip Technology launched a new portfolio of Optical Ethernet PHY transceivers supporting speeds up to 25 Gbps and offering integrated ...
Verizon CEO Schulman Outlines Network Growth and Turnaround Strategy
Verizon Communications reported Q3 2025 revenue of $33.8 billion, up 1.5% year over year, with wireless service revenue rising 2.1% ...
onsemi’s GaN-on-GaN chips Aim for 50% Loss Cuts in High-power Converters
onsemi introduced vertical GaN (vGaN) power semiconductors built on a proprietary GaN-on-GaN process, targeting high-power systems in AI data centers, ...
GlobalFoundries and Silicon Labs Expand Partnership
GlobalFoundries (GF) and Silicon Labs are deepening their collaboration to accelerate development of next-generation low-power wireless technologies while expanding domestic ...
AWS Activates Project Rainier Data Center Campus
Amazon Web Services (AWS) has activated Project Rainier—its largest-ever AI data center development—transforming 1,200 acres of farmland in New Carlisle, Indiana, into ...
Google Sees Surging AI Infrastructure Expenses
Alphabet reported a strong third quarter for 2025, surpassing $100 billion in quarterly revenue for the first time as it ...
Microsoft Cloud and AI Momentum Drive Results, CAPEX Rockets Up
Microsoft reported a big start to its fiscal year 2026, driven by surging demand for cloud and AI infrastructure. Revenue ...
Arista Debuts R4 Series for 800G AI and Cloud Networks
Arista Networks introduced its next-generation R4 Series platforms—7800R4, 7280R4, and 7020R4—designed to power large-scale AI clusters, data center fabrics, and routed cloud backbones with ...
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