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Nvidia’s AI Reign Faces New Scrutiny Over In‑House Chips, Export Curbs and Valuation

Surging networking sales plus rack‑scale offerings give Nvidia a cushion against pricing pressure.

Celestica Starts Taking Orders for 1.6TbE AI Data Center Switches

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

Lumen to Buy Alkira for $475 Million

Marvell Extends Rally as Oppenheimer Lifts Target to $170 on AI Infrastructure Bet

Cisco Reports a 'Wireless AI Paradox' and Charts Fix for Stronger Wi‑Fi ROI

Broadcom’s AI Push Draws Bigger Forecasts as New Chips Ship and Supply Is Locked In

Applied Optoelectronics Secures $53 Million 800G Order From Major Hyperscaler

Nvidia to Supply About 1 Million GPUs to AWS Through 2027

HPE Raises Outlook as AI Backlog Tops $5 Billion, Shifts to Higher-Margin Orders

Ceragon Posts Q4 Non‑GAAP Profit on Lower Sales, Boosts Cash, Reaffirms 2026 Outlook

Arista Soars After Q4 Beat, Lifts 2026 Outlook on AI Data-Center Demand

Cisco Slides After Q2 Beat on Margin Squeeze and Cautious Sales Outlook

UBS Reaffirms Bullish AI Path for Broadcom as Shares Whipsaw

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

Palantir and Lumen Announce Multi‑Year AI Partnership to Integrate Foundry and AIP Across Lumen’s Network

Arista Networks Drops 6% After Nvidia Lands Meta and Oracle for Spectrum‑X

Applied Digital Hits Record High After Revenue Beat and $11 Billion CoreWeave Expansion

Netskope Soars in Nasdaq Debut After $908 Million IPO at Top of Range

Nvidia’s AI Surge Confronts Market Caution After Blowout Results