Oracle Delivers Big AI Numbers—But with Escalating CapEx and Guidance Pressure
Oracle posted strong fiscal Q2 2026 results as cloud momentum accelerated and large AI-related commitments drove Remaining Performance Obligations (RPO) ...
Oracle posted strong fiscal Q2 2026 results as cloud momentum accelerated and large AI-related commitments drove Remaining Performance Obligations (RPO) ...
Arrcus and OpenGlobe are partnering with Brazil’s National Education and Research Network (RNP) to deploy a programmable IP backbone for ...
Vodafone accelerated its 5G core voice network upgrade cycle by rolling out an automated software-testing platform jointly developed with Spirent ...
IP Infusion and EPS Global moved eww ITandTEL’s backbone to 400G capacity, positioning the Austrian IT and telecom provider for ...
The worldwide Data Center Physical Infrastructure (DCPI) market grew 18 percent year-over-year in 3Q 2025 in manufacturer revenue. Momentum remained ...
Aviz Networks accelerated the push toward open, multi-vendor data center networking this week by introducing Aviz Certified Community SONiC, a ...
T-Mobile CEO Srini Gopalan used his UBS 2025 Global Media & Communications Conference appearance to frame 2026 as a pivot ...
AT&T CEO John Stankey set a bullish tone for 2026 at the UBS Global Media & Communications Conference, arguing that ...
Crown Castle CEO Chris Hillabrant sketched out “Crown 2.0” at the UBS Global Media & Communications Conference, describing a sharpened ...
Arista introduced major upgrades to its Cognitive Campus portfolio today, highlighted by a new mobility architecture and expanded AI-driven operations. ...
Applied Optoelectronics Inc. (AOI) secured its first volume purchase order for 800G data center optical transceivers, marking a meaningful milestone ...
The Open Compute Project Foundation (OCP) and Current/OS have formed a new alliance to accelerate the shift toward hybrid AC/DC ...
Celestial AI CEO Highlights Major Hyperscaler Win and Photonic Fabric Adoption at Marvell Industry Analyst Day Celestial AI CEO Dave ...
© 2026 Converge Digest - A private dossier for networking and telecoms.
© 2026 Converge Digest - A private dossier for networking and telecoms.