Cisco Systems reported $15.84 billion in revenue for the third quarter of fiscal 2026, a 12 percent year-over-year increase, driven by sales of merchant silicon and optical transceivers to AI customer…
Cerebras Systems completed its initial public offering on the NASDAQ, raising $5.55 billion by floating 215.23 million shares at $185 each, with shares closing at $311 for a public market capitalizati…
OpenAI, Microsoft, Broadcom, AMD and Nvidia developed a new network protocol called Multipath Reliable Connection (MRC) that scales Ethernet to over 1 million endpoints for AI clusters by increasing t…
Global IT spending is projected to reach $6.32 trillion in 2026, a 13.5% increase from 2025, driven by soaring demand and price hikes for CPU, GPU, and memory components amid shortages. The surge, fue…
AMD has released the MI350P, a PCI-Express version of its Instinct MI350X GPU that is intentionally built with half the components to enable air cooling for on-premise AI inference and small model tra…
Arista Networks raised its 2026 revenue guidance from $11.25 billion to $11.5 billion and its AI-related networking forecast from $3.25 billion to $3.5 billion, driven by growing demand for scale-out …
AMD CEO Lisa Su announced on a Thursday conference call that the company now projects the total addressable market for data center CPUs will reach $120 billion by 2030, doubling its November 2025 fore…
Scientists from IBM, the Cleveland Clinic, and the RIKEN Institute used IBM's 156-qubit Heron quantum processors alongside two classical supercomputers in Japan to simulate a Trypsin protein comprisin…
Microsoft committed to doubling its AI infrastructure capacity within two years, as the company expands its Azure cloud platform to support growing demand for generative AI training and inference work…
Google Cloud's revenue growth outpaced Amazon Web Services and Microsoft Azure in the first quarter, driven by enterprise adoption of its full-stack generative AI platform including Gemini models and …
Amazon Web Services is preparing to sell its Trainium AI chips as complete rack systems for customers to own and operate in their own data centers, following Google's move to sell TPU racks to Anthrop…
Google has developed new networking technologies for its TPU 8 series AI accelerators, including the Boardfly inter-chip interconnect and the Virgo datacenter-scale Ethernet fabric, to support both in…
Microsoft and OpenAI have amended their seven-year partnership, ending exclusivity clauses that allowed each to work only with each other on AI development and cloud services. Under the new terms, Ope…
Intel's data center CPU sales surged as AI inference demand shifted system designs from 8-to-1 GPU-to-CPU ratios to 4-to-1 or even 2-to-1 configurations, increasing CPU content per AI system. Intel CF…
The generative AI industry's competitive focus has shifted from developing frontier models to building agentic platforms, with 88% of senior executives planning to increase AI budgets due to agentic A…