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 ...

MACOM posted strong fiscal second quarter 2026 results, driven by continued momentum in data center and optical semiconductor demand tied ...

Ooredoo Group and du announced plans to land the Fibre in the Gulf (FIG) subsea cable system at a du ...