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Cisco executives highlighted surging AI agent activity driving a multi-year networking boom, reporting $9.3 billion in hyperscaler AI orders. Cisco is partnering with Nvidia on AI factories, while ai…
Goldman Sachs forecasts U.S. data center power demand doubling by 2027 amid rapid corporate AI adoption. Benefiting from accelerating hyperscaler capex, NVIDIA and Broadcom project exponential revenu…
Investors are broadening the AI trade beyond GPU accelerators like Nvidia into connectivity suppliers. Astera Labs and Marvell are gaining traction as high-performance AI clusters demand advanced swi…