Investors prioritize data center components in short supply, such as memory, and optical: BNP

Fabrinet (FN), and Ciena (CIEN) stand out as bullish names heading into earnings, as investors are prioritizing AI data ...
Electronic Design

Analog Devices to Develop 5G Networking Hardware with Intel

Analog Devices said it has partnered with Intel to roll out a new radio platform based on open standards for 5G base stations, trying to tap the emerging market for 5G networks. The companies said on ...
SiliconANGLE

Auradine raises $153M to develop bitcoin mining and AI networking hardware

Data center hardware startup Auradine Inc. today disclosed that it has raised $153 million in a Series C funding round. The investment was led by StepStone Group with participation from Samsung ...
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Arista Networks vs. Broadcom: Which AI infrastructure stock is the better buy for 2026?

Broadcom is benefiting from the rise in AI networking and has a huge opportunity with custom AI chips. Arista Networks is a pure-play way to invest in networking. 10 stocks we like better than ...