Vendor reports telecom bounceback and neocloud love in latest financials

And VMware continues to tick along

Francisco J. M. Rey gets promotion at hyperscaler

Hyperscaler and long-time Juniper user keeps faith, but backlog headaches linger on

AWS, Google Cloud specs used to create open layer for managed distributed connectivity service

Mixx Technologies targets emerging CPO market with an ultra-high-radix connector

SK Horizon launches with $2.2 billion in investment from KKR and IMM

MTIA 300’s house onboard NICs to ditch PCIe bottlenecks

Latest financials see data center segment jump 46% YoY

AWS taps new NVHBM to accelerate Trainium4 infrastructure

Cisco's Supermicro push as part of Nvidia suite also aims to tackle current supply bottlenecks

Money-printing business unit shows no signs of slowing

Chip giant embraces open chiplet interconnect standards to unlock heterogeneous compute

MetaRoCE reimagines Ethernet data transfers to fix network latency at AI scale

Nebulous Hot Chip updates include apparent acceleration for north-south traffic and a multiplane configuration ‘spotlight’

Neocloud Nebius among early adopters of platform promising four-times faster responsiveness for AI agents

NTT, NEC, and 1Finity-backed effort secured international standard support

Ciena among backers of DWDM link player using gallium arsenide over supply-chain-constrained indium phosphide

Chinese laser maker eyes strategic gains from blooming optical interconnect market

South Korean giant backs light to unlock next-gen AI memory performance

Jimmy Hougaard to lead computing channel sales for vendor

Data centers out, quantum in as priorities shift toward tactical relevance

Successful tests in Europe will see the pair deploy Omni-Path and eventual Ethernet-based platforms

Nvidia’s AI data center dominance doesn't equal networking leadership, according to the analyst firm