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Verizon outlined a multibillion-dollar AI infrastructure strategy centered on long-haul fiber, metro networks, data center interconnection, and edge inference facilities as it reported stronger…
Alphabet raised its full-year 2026 capital expenditure forecast to between $195 billion and $205 billion as demand for Google Cloud AI infrastructure continues to…
The High End Router and Aggregation Switch equipment market is projected to reach $19 billion in revenue by 2030, according to a newly published…
WhiteFiber announced R&D results for a distributed AI infrastructure architecture that connects geographically separated GPU clusters into a single logical supercluster. The company said…
DriveNets introduced two new AI Ethernet fabric platforms based on Broadcom’s Tomahawk 6 switching silicon, targeting AI clusters that scale from hundreds to hundreds…
FS introduced a portfolio of 800G OSFP and QSFP-DD ZR/ZR+ coherent optical modules aimed at AI scale-across architectures and data center interconnect (DCI) networks.…
Tower Semiconductor and Marvell announced that they have shipped more than five million coherent photonic integrated circuits (PICs), marking a significant milestone in the…
Intel has appointed Seok-Hee Lee as Executive Vice President of Intel Foundry, placing him in charge of advanced packaging, system integration, back-end technology development, and back-end…
The rapid build-out of AI infrastructure is reshaping the optical transport market, with a growing emphasis on ZR+ coherent pluggable optics and IP-over-DWDM architectures.…
LAS VEGAS — HPE Discover 2026 opened with a broad thesis from CEO Antonio Neri: the future of AI will depend as much on…
Following Friday’s sudden mandated withdrawal of Fable and Mythos, and in between FIFA World Cup matches, this weekend seemed like a good opportunity to…
Marvell Chairman and CEO Matt Murphy used his COMPUTEX keynote in Taiwan to argue that the next defining bottleneck in AI infrastructure is no…
Bill Gartner, SVP & GM of Optical Systems and Optical Business Unit at Cisco Systems, breaks down the complex architecture powering modern AI infrastructure.…
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