AI data-center spending is exploding -- and these two winners still offer long-term upside.

Ciena (NYSE:CIEN) announced new AI-focused networking technology, including co-packaged and near-packaged optics from Nubis Communications. The company introduced hyper-rail photonics aimed at ...

Artificial intelligence (AI) is driving an unprecedented expansion of data center infrastructure. As companies deploy larger, more powerful AI models, demand for processors and high-speed networking ...

Enterprises are keen to invest in network automation, SASE, and Wi-Fi 7, and they need networking pros with skills that span cloud platforms, AI, and security to make it happen. AI’s impact on the ...

The data center market is exploding in 2026 as AI demand drives an influx of hardware, software and services spending that is being led by 50 of the biggest and most innovative companies in the world.

Hut 8 Corp. remains in a strong momentum phase, driven by the transformative Fluidstack data center lease and River Bend campus expansion. The $7B, 15-year Fluidstack deal, fully backstopped by Google ...

As GPUs push rack power past 120kW, the data center’s 40-year reliance on air cooling has hit a physical limit. From ...

WASHINGTON--(BUSINESS WIRE)--As governments, utilities and enterprises race to meet unprecedented AI-driven demand, Data Center World, the premier global event for data center IT infrastructure and ...

The demand for power consumed by data centers is expected to more than double from 292 terawatt-hours (TWh) in 2026 to 606 TWh by 2030, according to McKinsey & Company. In percentage terms of total ...

Meta, the newly-named Facebook parent organization, has announced new data center hardware at the Open Compute Project (OCP) Global Summit this week, built with partners according to open source APIs.

AI networking demand is surging as larger data centers require thousands of processors. Broadcom has impressive revenue visibility for its artificial intelligence business. Arista Networks’ ...