Qualcomm Acquires Ventana Micro Systems for RISC-V CPUs
Qualcomm announced the acquisition of Ventana Micro Systems, a Cupertino-based startup focused on high-performance RISC-V CPUs, as it moves to ...
K2 Space Raises $250M to Scale High-Power Satellites
K2 Space secured $250 million in Series C funding at a $3 billion valuation as it moves to scale production ...
Broadcom Posts Record Q4 as AI Growth Accelerates, Shares Slide on Market Jitters
Broadcom reported record financial results for the fourth quarter and full fiscal year 2025, driven by accelerating demand for AI-focused ...
Supermicro Expands NVIDIA Blackwell Options with Liquid-Cooled HGX B300
Super Micro Computer on Tuesday introduced new 4U and 2-OU liquid-cooled NVIDIA HGX B300 systems aimed at hyperscale data centers ...
Dell’Oro: SASE Surges as Access Router Revenue Falls 25% in 3Q2025
The global Secure Access Service Edge (SASE) market grew 21 percent year-over-year (Y/Y) in 3Q 2025 to nearly $3 B, ...
Dell’Oro: Campus Ethernet Switching Opportunity
The addition of Juniper’s revenue leaves HPE in a neck-and-neck race with Huawei for second place in the campus switch ...
NTT DATA Appoints Bratin Saha as CEO of New AI Unit AIVista
NTT DATA has appointed Dr. Bratin Saha as CEO of NTT DATA AIVista, Inc., a newly established AI-focused subsidiary headquartered ...
Ciena Reports Strong Q4, Upbeat FY2026 Guidance
Ciena closed fiscal Q4 2025 with $1.35 billion in revenue, up 20% year-over-year, as cloud and service provider demand continued ...
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) ...
Arrcus and OpenGlobe Power OpenRAN@Brasil with Programmable IP Backbone
Arrcus and OpenGlobe are partnering with Brazil’s National Education and Research Network (RNP) to deploy a programmable IP backbone for ...
Vodafone Deploys Automated Multi-Vendor Testing to Speed 5G SA Rollout
Vodafone accelerated its 5G core voice network upgrade cycle by rolling out an automated software-testing platform jointly developed with Spirent ...
Austria’s eww ITandTEL Deploys 400G IPoDWDM with IP Infusion
IP Infusion and EPS Global moved eww ITandTEL’s backbone to 400G capacity, positioning the Austrian IT and telecom provider for ...
Dell’Oro: North America Leads with 26% Y/Y Growth
The worldwide Data Center Physical Infrastructure (DCPI) market grew 18 percent year-over-year in 3Q 2025 in manufacturer revenue. Momentum remained ...
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