Cloud giant’s reliance on Chinese optics could be hampered by national security concerns, per Reuters

During Senate Subcommittee testimony, Cisco exec warns of AI traffic surge, calls for policy action

VMware exec weighs in on open-weight model versus closed and open source debate

Thiel Foundation fellow-led startup entices Nicira, Barefoot Networks co-founder to lend networking expertise

NAND flash alternative to HBM redefine low latency for AI inference infrastructure

CEO Wendell Weeks sees exponential adoption for co-packaged optics in AI infrastructure across scale-up and scale-out networking

Exec crosses over from Lightmatter to oversee business development and strategic alliances for networking disruptor

Jensen Huang darling and AI optics ‘company to beat’ to further tap Indian talent pool

Network giant touts potential of OpenAI’s distributed AI training transport

Sovereignty-centric team up to challenge non-European AI networking dominance

Scale-up interconnects emerge as a multihundred-billion-dollar market category

A lot happening at Verizon

Companies estimate the partnership will be worth more than $200 billion by end of decade

Vendor upgrades Xinghe portfolio to bolster regional infrastructure for growing AI and distributed agent workloads

New processor line sees AMD defend its CPU crown and chase a $1.4 trillion future

And it remains comfortable with FWA traffic loads

Nikesh Arora finds a good time to tout his Prisma Access Browser for SMBs

Lisa Su confirms upcoming MI500 series will feature both copper and optical connectivity a whole year before Nvidia

CPO Jeetu Patel says the partnership will help keep disparate agents in check

Arvind Krishna points to increased AI use and software momentum as turnaround points

Telco giant 'burning' a trillion-plus tokens per month

Literal chip giant to integrate Wafer-Scale Engine in Helios racks for enhanced AI inferencing

Targets both frontier AI and supercomputing

Featuring programmable 400G DPUs and a single-hop fabric, Helios targets a streamlined, open-standards approach to rival NVL72