Arista Networks (NYSE:ANET) and Broadcom (NASDAQ:AVGO) are dominating the AI networking niche, with Arista's Q2 FY26 revenue reaching just over $3 billion (up 37.7% year over year) and Broadcom's Q2 F…
Cisco Systems (NASDAQ:CSCO) is emerging as a hidden winner in the AI infrastructure boom, with hyperscaler AI orders totaling $9.3 billion in fiscal 2026, roughly 4.5 times the prior year, and managem…
Cisco Systems reported Q4 FY2026 revenue of $17.25 billion, up 17.58% year over year, and non-GAAP EPS of $1.22, booking $9.30 billion in AI infrastructure orders for FY2026 and guiding to $7.50 billi…
Arista Networks, Broadcom, and Marvell Technology are quietly dominating the AI networking niche, with Arista's Q2 FY26 revenue up 37.7% year over year to just over $3 billion and full-year guidance r…
Cisco Systems Inc. reported fiscal fourth-quarter revenue of $17.3 billion, up 18% year-over-year, and net profit of $3.9 billion, up 51%, driven by AI-related sales to hyperscalers, which are expecte…
Cisco Systems Inc. raised its full-year AI infrastructure order target to $9 billion, nearly doubling its previous estimate of $5 billion, and projected fiscal Q4 2026 revenue of $16.7 billion to $16.…
U.S. AI concept stocks traded mixed in pre-market activity on August 11, 2026, with Palantir Technologies (PLTR) falling 1.07% while Advanced Micro Devices (AMD) rose 0.68%, Micron Technology (MU) gai…
Arista Networks reported Q2 2026 revenue of $3.04 billion, up 37.7% year over year, marking its first quarter above $3 billion, driven by AI networking demand across three scaling directions. The comp…
Arista Networks reported its first-ever $3 billion quarter, with revenue of $3.036 billion for Q2 2026, up 12.1% from the prior quarter and 37.7% year-over-year, driven by AI networking demand. CEO Ja…
Arista Networks reported Q2 revenue of $3.04 billion, up 37.7% year-over-year, with a 45.5% operating margin and $1.2 billion in net income, sending shares up 11% as the company forecast $3.3 billion …
Arista Networks reported $3.036 billion in Q2 2026 revenue, its first quarter above $3 billion, a 37.7% year-over-year increase, driven by AI infrastructure demand. The company raised its 2026 AI fabr…
Arista Networks reported second-quarter 2026 revenue of $3.04 billion, up 38% year-over-year and above the $2.83 billion analyst estimate, with adjusted earnings of $1.02 per share versus a $0.89 fore…
Arista Networks (ANET) is strengthening from exponential growth in artificial intelligence, according to a report. The company's networking solutions are benefiting from increased AI infrastructure de…
Arista Networks launched Edge Threat Management (ETM) for VeloCloud SD-WAN, an AI-infused security solution that packages zero trust branch office security with software-defined connectivity. The offe…
Arista Networks has launched AI-driven Edge Threat Management (ETM) for VeloCloud SD-WAN, delivering integrated zero trust security for enterprise branch offices. The solution collapses multiple secur…
Arista Networks announced Edge Threat Management (ETM) for VeloCloud SD-WAN, a unified platform that combines branch office security with SD-WAN connectivity, integrating next-generation firewall, int…
Microsoft and AMD announced a partnership to deploy large-scale AI clusters on Azure using AMD's Helios rack design, which includes MI455X GPUs, Venice Epyc 9006 CPUs, Pensando DPUs, and the ROCm soft…
3M joined a Multi-Source Agreement coalition on May 12, 2026, to develop open standards for Expanded Beam Optical connectivity in AI data centers, alongside AMD, Arista Networks, Cisco, Meta, Molex, a…
Arista Networks unveiled its 7060XE7 Series of 1.6 terabit networking platforms on June 9, purpose-built for AI clusters requiring hundreds of thousands of XPUs, with first units scheduled to ship in …
Nvidia became the top vendor by revenue in data center Ethernet switches for the first time, capturing a 21.5% market share in Q1 2026, up from 4% in Q1 2024, according to IDC. The $2.1 billion in rev…