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Nvidia to Supply About 1 Million GPUs to AWS Through 2027

The agreement folds Nvidia networking plus Groq-based inference hardware into AWS data centers to improve inference efficiency.

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

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

Citi Raises Nvidia Price Target to $190 on Surge in Sovereign AI Demand

Cisco Unveils AI-Ready Network Infrastructure With Silicon One and AgenticOps

AT&T to Acquire Lumen’s Consumer Fiber Business for $5.75 Billion

Intel Evaluates Sale of Network and Edge Unit in Strategic Shift

Hewlett Packard Enterprise Sees Stock Surge on Strong AI Server Demand

Arista Networks Reports Robust Q1 Earnings, Boosts Share Buyback

Andy Bechtolsheim Settles Insider Trading Charges with SEC