Quantum networking enters the commercialization stage with zero supply pains
And pesky AI agents to boot, according to all-star quantum panel
News - Supply chain
The latest news on networking, cloud, and AI infrastructure
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Nvidia claims 'fastest-growing’ networking title as Spectrum-X sales soar
Money-printing business unit shows no signs of slowing
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Arista smashes revenue records with $3B+; CEO bullish on supply chain overhaul
Multi-year purchase commitments triple as Arista tightens supply to push further into non-Nvidia accelerator networking
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IBM CEO admits to ‘execution’ short fall, but touts some rebound
Arvind Krishna points to increased AI use and software momentum as turnaround points
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US moves to strengthen quantum hardware supply chain with isotope breakthrough
DOE says high-purity silicon and germanium compounds could improve qubit performance
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Ciena bolsters executive team with supply chain, product appointments to scale AI infrastructure
Brodie Gage promoted while HP leader added to support ‘continued success’
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Could a simple NIST-developed laser technique transform metal 3D printing for hardware manufacturing?
Additive manufacturing breakthrough could make metal manufacturing far less complicated
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SK Hynix secures multiyear Nvidia deal to develop next-gen AI memory
Co-engineering pact expanded as Nvidia looks to ensure future hardware to sustain AI infrastructure buildout
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Ciena rides AI wave to 40% revenue surge as optical demand swamps supply
Optical networking giant posts strong margin expansion with CEO touting a long-term strategy aligned with 'structural, multi-year' AI opportunities
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HPE’s networking revenue soars 148% as AI buildout drives orders to more than double
CEO Neri says customers are ‘prioritizing AI’ though vendor faces mammoth backlog
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Nvidia continues optical spending spree with multiyear Corning deal
Corning to expand US production tenfold as optics demand ramps
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Nvidia's Rubin GPUs hit the brakes as HBM4 memory drought threatens Jensen’s supply chain magic: report
Next-gen Rubin shipments to drop 7 points as SuperNIC and liquid cooling ‘challenges’ stack up
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Nvidia-backed Lumentum unveils heat-resilient optical interconnect for AI networks
Jensen Huang details optical supply chain strategy as one of its investees debuts high-capacity, heat-tolerant alternative for AI scale-up
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Google follows Nvidia's lead with ‘large orders’ for optical interconnects: report
Move part of an ongoing supply chain arms race as both companies seek to secure components for next-gen optical networking
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War in the Middle East threatens chip supply chain’s access to helium, lawmakers warn
South Korean politician sounds alarm over conflict’s impact on exports of vital noble gas from Qatar, UAE
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Nvidia's aggressive laser procurement spurs supply chain fears
Optical module makers could face component shortage as Nvidia reportedly hoards EML supply