Lumentum reported record fiscal Q3 FY2026 revenue of $808.4 million, up 90.1% year over year, as demand for optical components ...

Lumen Technologies reported first-quarter 2026 revenue of $2.899 billion as the company continued its shift toward enterprise, cloud, and programmable ...

Lumen Technologies announced an agreement to acquire Alkira for $475 million in cash, aiming to integrate a cloud-native Network-as-a-Service (NaaS) ...

Astera Labs introduced its Scorpio X-Series 320-lane Smart Fabric Switch, positioning it as a high-radix, memory-semantic interconnect designed to support ...

Astera Labs reported Q1 2026 revenue of $308.4 million, up 14% sequentially and 93% year-over-year, as demand accelerated for its ...

IREN Limited (NASDAQ: IREN) signed a definitive agreement to acquire Mirantis in an all-share transaction valued at approximately $625 million, ...

Nokia Federal Solutions, part of Nokia, and Lockheed Martin introduced a modular, open-architecture 5G communications platform designed for U.S. and allied defense forces. ...

Micron Technology is now shipping the 245TB Micron 6600 ION SSD, a high-capacity data center drive designed to improve rack-scale ...

Veeco Instruments announced more than $250 million in equipment orders tied to the production of Indium Phosphide (InP) lasers used ...

GlobalFoundries introduced its SCALE optical module platform to accelerate deployment of co-packaged optics (CPO) in AI data centers, positioning the ...

Cisco disclosed plans to acquire Astrix Security on May 4, 2026, targeting the fast-growing security gap around AI agents and non-human identities ...

SiTime introduced its Elite 2 Super-TCXO oscillator aimed at improving GPU utilization in AI data centers by tightening time synchronization ...

Panthalassa raised $140 million in Series B funding to move its ocean-powered AI infrastructure platform from prototypes toward pilot manufacturing ...