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07 Sep 2026

AI infra spend to hit $1.3T as supply shrinks for memory giants to 10 days
01 Sep 2026

Microsoft links Azure with AWS for hyperscale harmony
13 Aug 2026

AI hyperscale and agentic demands helped Cisco smash revenue records
06 Aug 2026

Lumen Q2 financials pitch NaaS, satellite as future networks as old ones keep hyperscale appeal
05 Aug 2026

Oracle plugs in AWS for multicloud harmony
05 Aug 2026

Hyperscalers face optics supply headache as FCC weighs Chinese transceiver ban
04 Aug 2026

Broadcom joins Nvidia AI security alliance: 'We haven't forgotten open source'
29 Jul 2026

Alkira CEO on Lumen deal: Lightning fast acquisition 'made sense' over IPO

Analysis More

28 Jul 2026

Making the microservice case for telecom modernization
20 May 2026

Ciena CEO at 25 years: Optical giant's biggest challenge is keeping up with itself
19 May 2026

Tencent Cloud: China's quiet player in European sovereignty and agentic telecom
06 Jan 2026

Will memory fail the AI boom?
02 Jan 2026

AI inferencing will define 2026, and the market's wide open
31 Oct 2025

AWS, Azure outages demand telecom-style regulation on Big Clouds
30 Oct 2025

Telstra International: Democratizing AI capacity in hyperscale times
17 Oct 2025

Cisco warns bad optics means supercomputer super-crashes

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