Advanced Micro Devices Inc. last week introduced its next-generation AI networking components — the Pensando Salina data processing unit and the Pensando Pollara 400 AI network interface card, both of ...

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 ...

Lumentum Holdings Inc. is positioned at the forefront of the optical revolution in AI data center networking, driven by hyperscaler adoption. LITE's Cloud & Networking segment now comprises 86% of ...

Despite the scale of this AI networking opportunity, investors have remained disproportionately focused on the GPUs. Here are two companies that can benefit from this underestimated AI trend in 2026.

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Shares of Coherent COHR surged on Tuesday after a report said the Trump administration is drafting restrictions on imports of new Chinese data center components, a move that could benefit US optical ...

LAS VEGAS--(BUSINESS WIRE)--SMK Electronics Corporation U.S.A., a division of SMK Corporation, one of the world’s leading manufacturers of OEM remote controls and electronic components, announced ...

Broadcom is proving to be a key beneficiary in the AI networking market, with around $20 billion of non-accelerator AI backlog. Coherent is also benefiting from the ongoing AI networking upgrade cycle ...