The tech giant says a breakthrough in data center networking has dramatically accelerated the flow of information through its ...

Key opportunities in the AI data center networking market include scaling AI infrastructure with efficient silicon photonics, ...

3 Under-The-Radar Small Caps Making New All-Time Highs Arteris (NASDAQ:AIP) outlined its view of the semiconductor system IP ...

Enterprises are keen to invest in network automation, SASE, and Wi-Fi 7, and they need networking pros with skills that span cloud platforms, AI, and security to make it happen. AI’s impact on the ...

Arista Networks, Inc. (NYSE:ANET) is one of the best stocks to buy for next-gen data centers. On May 5, the company reported Q1 2026 revenue of $2.71 billion, up 35.1% year over year, and guided for ...

Nearly 100GW of new data centers will be developed between 2026 and 2030, doubling global capacity, according to a report by JLL. This unprecedented demand for digital infrastructure is fuelled by the ...

Recent industry trends, including the release of NVIDIA’s Rubin platform (developer.nvidia.com), point to a growing consensus that AI inference is reshaping data center architecture in a fundamental ...

To learn more about the CNBC CFO Council, visit cnbccouncils.com/cfo Global spending on building new AI data centers could top $7 trillion by 2030, but public ...

Starcloud has ordered optical terminals from SpaceX to use Starlink as a global data-relay network for its future orbital data centers, deepening ties with the company it is counting on to launch full ...

Wells Fargo analyst Aaron Rakers turned more bullish on Broadcom Inc AVGO, arguing that Wall Street may still be underestimating the scale of AI infrastructure demand tied to hyperscaler data center ...