… TOPICS: ai-infrastructure · campus networking · Cisco · data centre switching · earnings · hyperscalers · networking · revenue · tariffs Latest articles Network News May 14, 2026 Foxconn’s CPO racks vanish into Nvidia’s jaws Network News May 14, 2026 AMD nicks nearly half the server cash AI News Ma… …
… TOPICS: Latest articles News May 4, 2026 Intel names Alex Katouzian as Lead Client Computing and Physical AI Group and Pushkar Ranade as CTO News May 4, 2026 xAI’s GPU mountain sits on its hands News PC Hardware May 4, 2026 Intel angles for HBM crown Share Previous Article Apple’s next boss walks i… …
… By spreading the cash across more hardware companies, investors appear to be betting the AI bull market has legs. They think data centres will need a wider range of advanced components for years rather than just the usual GPU bling. …