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 ...

Molex completed its acquisition of Israel-based Teramount Ltd., adding detachable fiber-to-chip optical connectivity technology to its portfolio for AI data ...

AST SpaceMobile outlined plans for a mid-June 2026 launch of three next-generation BlueBird satellites aboard a SpaceX Falcon 9 rocket, ...

A coalition of AI infrastructure leaders including OpenAI, Microsoft, NVIDIA, AMD, Intel, and Broadcom unveiled a new Ethernet transport architecture ...

NVIDIA outlined how its Spectrum-X Ethernet platform and the new Multipath Reliable Connection (MRC) transport protocol are emerging as critical ...

NVIDIA and Corning announced a multiyear commercial and technology partnership aimed at expanding U.S.-based manufacturing capacity for the optical connectivity ...

SpaceXAI has signed an agreement with Anthropicto provide access to Colossus 1, a large-scale AI supercomputer designed to support next-generation model ...

Arm posted record quarterly revenue and used its latest earnings report to sharpen its positioning around AI infrastructure, data center ...