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AI Infrastructure

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Broadcom Names Anthropic Its Next Major XPU Customer

The announcement signals gigawatt‑scale TPU orders that will strain high‑bandwidth memory, chip capacity and data‑center power.

Nokia Hits 16-Year High on AI Data‑Center Networking Boom

Arista Networks Wins Broad Analyst Support as It Debuts High-Throughput XPO Optics for AI Datacenters

Ciena Shares Slide After Outlook Miss Despite AI-Fueled Beat, Prompting Analyst Upgrades

Cisco and Nvidia Expand AI Infrastructure With N9100 Switches and Hyperfabric AI Nearing Launch

Cisco Tops Q4 Estimates as AI Infrastructure Orders Double to $2 Billion