Qualcomm-backed Lumilens debuts at a $5.5 billion valuation, with a mystery hyperscale customer already on board

SCADA and cuFile API push AI storage past the processor straight onto the GPU

The new Ericsson radios will include 8RX technology that supports increased uplink capacity

Broadcom releases raft of additions to vDefend and Avi Load Balancer

Latest earnings see AI and neocloud boost, but jury out on exact Alkira expectations

Multi-year purchase commitments triple as Arista tightens supply to push further into non-Nvidia accelerator networking

Updates add native SSD virtualization, rate limiting, and advanced voltage monitoring to improve reliability for AI workloads

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

Fidelity, Intel back Xsight to scale its programmable, AI-focused DPUs and switch silicon

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

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

Zayo analysis reveals metro demand surged 20-times in ‘AI-driven’ hubs while new fiber sales tripled

A lot happening at Verizon

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