… 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: agentic ai · ai-servers · asics · broadcom · CPUs · Ibiden · Intel · Nvidia · substrates 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 May 14, 2026 Cisco milks AI boom as orders… …
… SoftBank-backed Arm has surged more than 160 per cent after deciding it fancies selling its own chips. …
… TOPICS: ai chips · chip stocks · data centres · earnings · Marvell · MRVL · networking chips · semiconductors · Wall Street Latest articles Gaming News May 28, 2026 Steam Deck OLED gets ugly price hike Data Center News May 28, 2026 Snowflake signs AWS chip deal AI News May 28, 2026 Chip stocks ride… …
… The South Korean outfit’s shares surged as much as 12 per cent on Wednesday to a record high. …
… Adjusted earnings came in at $1.37 a share. …
… Amon said, “We are in a period of profound industry transformation — the rise of AI agents is reshaping our roadmap across every platform we develop,” on the earnings call. …
… Memory chip prices have surged in recent months as data centre demand and shortages squeezed hardware makers worldwide. …
… That chatter grew after Intel’s first-quarter earnings, when the market started eyeing a shift towards CPUs for agentic AI computing. …
… Samsung Electronics is stuck in a scrap with workers over how to share the spoils from the AI-driven semiconductor surge. …