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 ...

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 ...

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

Forbes contributors publish independent expert analyses and insights. Nippon Telegraph and Telephone is a company not widely known in the United States, but I believe that will change soon. Based in ...

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

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.

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 ...