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Data Centers

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Broadcom Advances AI Networking With Tomahawk 6 Shipments, Taurus 400G/Lane Optical DSP

Stronger near-term forecasts reflect rising demand for high-bandwidth AI networking.

Arista Networks Draws Broad Buy Ratings After Guidance Hike, Consensus Target Set at $177.50

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

Cisco Launches Silicon One P200 and 8223 Router to Link AI Data Centers at 51.2 Tbps

Broadcom Starts Shipping 102.4-Tbps Tomahawk 6 Davisson CPO Switch

Broadcom Shares Tick Higher After Hours on New Lloyds Deal as AI Momentum Lifts Outlook

Nvidia Sets 2026 Rollout for Co‑Packaged Optics in Quantum‑X and Spectrum‑X Switches

Arista Networks Tops Q2 Estimates and Lifts 2025 Guidance

Broadcom Ships Jericho4 Chip to Accelerate Distributed AI Clusters

Celestica Tops Q2 Forecasts as Stock Jumps, Becomes Canada’s No. 3 Tech Company