HPE Pushes Agentic AIOps with Self-Driving Network Actions
HPE introduced new self-driving network capabilities across HPE Mist and HPE Aruba Central, moving its AI-native networking strategy from operational ...
AMD Q1 Revenue Rises 38% as Data Center Becomes Core Growth Engine
AMD reported first quarter 2026 revenue of $10.3 billion, up 38% year-over-year, as demand for EPYC CPUs and Instinct GPUs ...
Arista Networks Reports 35% Q1 Revenue Growth, Data Center Switching
Arista Networks reported first quarter 2026 revenue of $2.709 billion, up 35.1% year-over-year, as hyperscale AI infrastructure spending continued to ...
Lumentum Revenue Soars 90% as AI Data Center Optics Drive Record Quarter
Lumentum reported record fiscal Q3 FY2026 revenue of $808.4 million, up 90.1% year over year, as demand for optical components ...
Lumen Q1 Revenue Reaches $2.9B as Strategic Services Overtake Legacy Business
Lumen Technologies reported first-quarter 2026 revenue of $2.899 billion as the company continued its shift toward enterprise, cloud, and programmable ...
Lumen to Acquire Alkira for $475M to Build Cloud-Native Control Plane
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 Ships 320-Lane Scorpio Fabric Switch for AI Scale-Up Clusters
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 Q1 Revenue Jumps 93%, AI Fabric Growth
Astera Labs reported Q1 2026 revenue of $308.4 million, up 14% sequentially and 93% year-over-year, as demand accelerated for its ...
IREN to Acquire Mirantis in $625M Deal to Expand its AI Software Stack
IREN Limited (NASDAQ: IREN) signed a definitive agreement to acquire Mirantis in an all-share transaction valued at approximately $625 million, ...
Nokia and Lockheed Martin Roll Out CMOSS-aligned 5G
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 Pushes Data Center SSD Capacity to 245TB
Micron Technology is now shipping the 245TB Micron 6600 ION SSD, a high-capacity data center drive designed to improve rack-scale ...
Veeco Lands $250M+ in Orders for InP Laser Manufacturing Equipment
Veeco Instruments announced more than $250 million in equipment orders tied to the production of Indium Phosphide (InP) lasers used ...
GlobalFoundries Unveils OCI-Aligned SCALE Platform
GlobalFoundries introduced its SCALE optical module platform to accelerate deployment of co-packaged optics (CPO) in AI data centers, positioning the ...
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