CRN explains how Nvidia has expanded its AI dominance to networking as it plans to make a bigger push with CPUs and evolve ...

Needham analyst Ryan Koontz said several networking and optical technology companies are positioned to benefit from rising hyperscale cloud spending as artificial intelligence infrastructure continues ...

AI clusters require top-notch connectivity components given that a single slow GPU link or failed connection can significantly impede performance. As AI networking environments become more dependent ...

Broadcom's latest earnings report and guidance left nothing to be desired.

Broadcom is proving to be a key beneficiary in the AI networking market, with around $20 billion of non-accelerator AI backlog. Coherent is also benefiting from the ongoing AI networking upgrade cycle ...

Nvidia invested $4 billion in Lumentum, Coherent, and Ayar Labs to secure optical interconnect supply. The deals build competitive moats as AI clusters hit power limits.

KFAR SAVA, Israel, Jan. 5, 2026 /PRNewswire/ -- Silicom Ltd. (NASDAQ: SILC), a leading provider of networking and data infrastructure solutions, today announced that the global networking and security ...

Hewlett-Packard Enterprise Co. delivered better-than-expected earnings and gave an outlook for the current quarter and full ...

These two semiconductor giants show no signs of slowing down as key customers accelerate their AI spending.

Invesco Ltd‘s “Small Cap Value Fund” released its Q4 2025 investor letter. A copy of the letter can be downloaded here. The ...

- Expected annual revenues from customer raised from $3-4M to $8-10M - KFAR SAVA, Israel, Jan. 5, 2026 /PRNewswire/ -- Silicom Ltd. (NASDAQ: SILC), a leading provider of networking and data ...