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Arista’s AI Networking Surge Runs Into Supply Limits

Supply bottlenecks plus higher deferred revenue now test Arista’s ability to turn AI demand into shipments.

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

Broadcom Lifts Outlook as AI Revenue Soars and Six Custom-Chip Deals Deepen

Marvell Wins Fresh Buy Calls After Closing XConn as AI Data-Center Growth Stays Strong

Cisco Unveils 102.4 Tbps Silicon One G300 to Take On Broadcom and Nvidia in AI Data Centers

Alphabet’s $185 Billion Capex Plan Lifts Broadcom as Analysts Boost AI Chip Outlook

Nvidia Pivots to Full-Stack AI as Rubin Enters Production, Partner Rollouts Target 2026

ClearBridge Trims Oracle, Holds Broadcom as AI-Led Market Concentration Weighs on Results

Arista Networks Drops Roughly 23% After Q3 Beat as Margin Signals Curb Enthusiasm

Cisco Raises Outlook After Earnings Beat as AI Orders Surge

Analysts Reaffirm Nvidia Leadership With New Price Targets on AI Datacenter Boom

AMD Debuts Helios Rack Design as Oracle Commits to MI450 Cloud Supercluster in 2026

Nvidia Adds Samsung Foundry to NVLink Fusion, Opening Its AI Fabric to More Custom Chips