In Q1 alone, Nvidia CFO Colette Kress reported network sales up 64 percent quarter over quarter to roughly $5 billion. To be clear, not all of that is Ethernet switching. In addition to its Spectrum-X ...

These tech companies operate in completely different niches of the AI market, but both are trading at attractive valuations.

Billionaire George Soros is all-in on AI, with a massive ramp-up in Nvidia holdings leading the charge. Fresh Q2 13F filings ...

Semiconductor maker Micron just raised its guidance thanks to the booming AI data center demand for its memory chips.

Big tech stocks continue to fuel the artificial intelligence (AI) narrative, but I see one chip stock as largely ignored and ...

Just four Big Tech stocks — Nvidia, Microsoft, Meta, and Broadcom — account for 60 percent of the benchmark index’s total ...

Big Tech is in a battle for supremacy over artificial intelligence. It’s hard to gauge who will win. Smart investors will ...

Broadcom Inc. heralds a new era in AI infrastructure with its Jericho4 ethernet fabric router. This product interconnects ...

The Jericho4 chip utilizes deep buffering and intelligent congestion control to ensure lossless RoCE/Remote Direct Memory ...

The macro hedge fund founded by Ray Dalio more than doubled its bets in Nvidia. It ended June with 7.23 million shares in the ...

However, a Dell’Oro Group report from late last year lumped Cisco into a group of six SASE heavyweights that combined ...

The 19th China Brand Festival has been successfully held in Shenzhen from August 7–11, 2025. This year's theme is "AI and Global Expansion." A total of 10,000 guests have been gathered in the city of ...