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Arista Tumbles After Earnings Beat on Margin Squeeze and Lower-Than-Expected 2026 Growth

Lower margin guidance alongside a cooler full-year growth target recast the story as an execution test.

OpenAI Releases MRC, an Open Networking Spec to Speed and Stabilize AI Training

Lumen to Buy Alkira for $475 Million

Astera Labs Tops Q1 and Raises Q2 Outlook as Scorpio X AI Switch Ships

Arista Raises 2026 AI Revenue Target to $3.25 Billion

RBC Lifts Marvell Price Target to $170 as Nvidia Deal Anchors AI Push

Cloudflare Launches Agentic Cloud to Run Autonomous AI at Scale

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

Hyperscalers and Chipmakers Launch OCI MSA to Standardize Optical Links for AI Scale-Up

Cisco and Qunnect Demonstrate Entanglement Swapping on Deployed New York Fiber

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

Cloudflare Details ACME Bug Allowing WAF Bypass to Origins After October Fix

Wi‑Fi 8 Hits CES as Asus Shows Concept Router and Broadcom, MediaTek Unveil Chips

Apple Enables 160MHz 5GHz Wi‑Fi on Newer Macs and iPads

Arista CEO Jayshree Ullal Named Richest Indian-Origin Tech Executive at $5.7 Billion

Cisco Shares Set First Record in 25 Years on AI Infrastructure Momentum

China Activates Nationwide AI Network Linking 40 Cities at Near Single-Center Efficiency

HPE Misses on Revenue, Lifts EPS Outlook as Shares Slide on Soft Q1 Guidance

Intel Keeps Network Unit In-House, Ends Ericsson Talks After Review

Broadcom Launches Brocade Gen 8, the First 128G Fibre Channel Platforms for AI Storage