NTT is repositioning itself from a traditional telecom incumbent into one of the world’s largest AI infrastructure and photonics platforms, ...

NTT DATA is repositioning itself from a traditional IT services integrator into a full-stack AI infrastructure company spanning sovereign cloud, ...

The latest Q1 2026 earnings reports and infrastructure announcements from AI neocloud providers point to a new stage in the ...

PCI-SIG advances the PCIe 8.0 specification toward a targeted 2028 release with draft 0.5 now available to members, keeping the ...

Kyndryl unveiled a new patented agentic AI capability within its Kyndryl Bridge platform that proactively detects and resolves enterprise IT ...

STL announced plans to invest up to $100 million in the United States to expand manufacturing capacity for optical connectivity ...

IREN outlined an aggressive expansion strategy for AI infrastructure, anchored by a new $3.4 billion AI Cloud contract with NVIDIA and a ...

IREN agreed to acquire Ingenostrum, S.L., known as Nostrum Group, giving the company a European platform for AI data center ...

CoreWeave reported first quarter 2026 revenue of $2.08 billion, up 112% year-over-year, as demand for GPU cloud infrastructure accelerated across ...

Cloudflare reported $639.8 million in Q1 2026 revenue, up 34% year-over-year, as the company positioned itself around what CEO Matthew ...

Applied Optoelectronics, Inc reported record first quarter 2026 revenue of $151.1 million, up 51% year-over-year and 13% sequentially, driven by ...

Lambda secured a $1 billion syndicated senior secured credit facility to accelerate deployment of NVIDIA-based AI infrastructure and expand its ...

Coherent reported fiscal third quarter 2026 revenue of $1.81 billion, up 21% year-over-year, as accelerating demand for AI datacenter infrastructure ...