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 ...

Corning outlined an expanded and extended version of its “Springboard” growth strategy, raising long-term revenue targets as demand accelerates for AI-driven ...

HPE introduced new self-driving network capabilities across HPE Mist and HPE Aruba Central, moving its AI-native networking strategy from operational ...

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 reported first quarter 2026 revenue of $2.709 billion, up 35.1% year-over-year, as hyperscale AI infrastructure spending continued to ...

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 ...