Ciena stock has soared by triple-digits in the past year.

The AI data center boom is reshaping economies while straining power grids, water supplies, and communities. Here’s the real cost behind AI’s rise.

Arista Networks (NYSE:ANET) is being highlighted as a key infrastructure supplier in the AI data center upgrade cycle. Major hyperscalers, including Microsoft, are moving toward Ethernet based scalability for AI clusters and rolling out in house AI chips such as the Maia 200.

Dell'Oro Group report sees Ethernet to prevail over InfiniBand in data center fabrics, even as proprietary technologies like UALink gain traction

AI’s energy problem may also be its solution, as cities are increasingly exploring opportunities to repurpose excess heat from data centers.

Marvell Technology (NasdaqGS:MRVL) has completed its acquisition of Celestial AI, a company focused on optical interconnect technology for large scale AI and data center workloads. The deal brings Celestial AI’s optical interconnect solutions into Marvell’s connectivity portfolio for AI infrastructure.

New research from Dell’Oro Group shows how AI is impacting the entire data center infrastructure stack, from record hyperscaler capex and surging AI accelerators to Ethernet

NetZoom(R) recently reported its fall updates to the NetZoom Visio Stencils Device library of network and data center infrastructure devices including devices from APC, Ciara Technologies, Cisco Systems, Dell Computer, Eaton, GIGABYTE Technology, Google ...

The 12.1 release of NetBrain's network automation platform incorporates more powerful AI capabilities for network discovery, post-mortem outage assessments, and autonomous troubleshooting. Among the updates to IP Fabric 7.0 are greater visibility into AWS ...