Needham analyst Ryan Koontz said several networking and optical technology companies are positioned to benefit from rising hyperscale cloud spending as artificial intelligence infrastructure continues ...

AI clusters require top-notch connectivity components given that a single slow GPU link or failed connection can significantly impede performance. As AI networking environments become more dependent ...

The networking infrastructure market is more dynamic and interesting than it’s been in decades—and AI is going to make it more interesting. AI is a voracious consumer of data, whether that’s in the ...

Hewlett-Packard Enterprise Co. delivered better-than-expected earnings and gave an outlook for the current quarter and full ...

Networking equipment are less exposed to disruptions in the memory market, HPE’s CEO said. ・Peers such as Cisco and Arista Networks also posted strong results recently, although weak margins pressured ...

Nvidia invested $4 billion in Lumentum, Coherent, and Ayar Labs to secure optical interconnect supply. The deals build competitive moats as AI clusters hit power limits.

KFAR SAVA, Israel, Jan. 5, 2026 /PRNewswire/ -- Silicom Ltd. (NASDAQ: SILC), a leading provider of networking and data infrastructure solutions, today announced that the global networking and security ...

Arista, AT&T and Palo Alto made some of the largest networking buys in a busy year for tech M&A. This year is shaping up to be an active one for mergers and acquisitions. Goldman Sachs says 2025 is on ...

Invesco Ltd‘s “Small Cap Value Fund” released its Q4 2025 investor letter. A copy of the letter can be downloaded here. The ...

‘Tariffs on metals, fuels and manufactured goods have far-reaching impacts that are driving up costs and adding complexity to the supply chain ... all the ingredients for complete disruption are in ...

- Expected annual revenues from customer raised from $3-4M to $8-10M - KFAR SAVA, Israel, Jan. 5, 2026 /PRNewswire/ -- Silicom Ltd. (NASDAQ: SILC), a leading provider of networking and data ...