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AI Infrastructure High-Performance Computing Cloud Computing Infrastructure AI Networking AI Workloads Artificial Intelligence Optical Networking Ethernet Switches High-Speed Connectivity

Anthropic’s Claude Goes Live on Azure With NVIDIA Blackwell Ultra

The launch gives enterprises a governed, high-throughput path to run agentic AI through Microsoft Foundry and NVIDIA’s Secure Agent Workspace.

Cloudflare Outage Traced to Fiber Cut in Eastern North America

HPE Unifies Juniper and Aruba to Make Networking the Foundation for Agentic AI

TensorWave Raises $350 Million Series B at $1.55 Billion to Scale All‑AMD AI Cloud

Arista Seen as AI Networking Leader After Guidance Raises and Analyst Reassessments

HPE’s Blowout Quarter Sends Shares Higher as AI Demand and Juniper Lift Orders

Ciena Beats Q2 Estimates but Stock Drops After Rally Raises Expectations

Nvidia Doubles Down on Photonics With $6.5 Billion Bet and Call for Vast Laser Capacity Ramp

AWS Deploys Quasi‑Random 'RNG' Network in Its Data Centers

Morgan Stanley Estimates Nvidia Vera Rubin Rack BoM at $7.8M

Arista Gains Analyst Upgrades on AI Networking Demand Despite Supply Limits

Arista’s AI Networking Surge Runs Into Supply Limits

Arista Beats Q1 as Shares Sink on Margin Outlook, 2026 Growth Guide

Broadcom’s AI Boom Lifts It to $2 Trillion Brush as It Samples New Wi‑Fi 8 Chips

Astera Labs Jumps 13% on UALink Upgrade and New Hyperscaler Deals

Broadcom Locks Long-Term AI Chip Deals With Google and Anthropic

Aehr Test Systems Secures Initial Silicon Photonics Order From Global Networking Customer

Nvidia to Supply About 1 Million GPUs to AWS Through 2027

Lumentum Targets $2 Billion Quarterly Run Rate, Secures Major OCS Deal, Outlines Nvidia-Funded Fab Ramp

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