… 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… …
… Licensing revenue came in at $819 million, beating the $775 million analysts expected. …
… Broadcom told investors in March that it had “secured the supply chain required” to hit $100 billion in AI chip revenue next year. That would be a little more than triple the current annual revenue of that business segment. …
… The shorter-term numbers have been perkier, with annualised revenue growth of 27.7 per cent across the past two years. …
… The US chipmaker reported adjusted earnings per share of $2.65, beating estimates by nine cents, and revenue landed in line at $10.6 billion, while its third-quarter revenue outlook missed. …
… TOPICS: ai-servers · data centres · Dell · Michael Dell · Microsoft · Nvidia · Pentagon · trump · us military Latest articles News PC Hardware May 29, 2026 Windows 11 gets a stutter-killing CPU shove News PC Hardware May 29, 2026 Web snoops find SSD side-channel trick AI News May 29, 2026 Samsung e… …
… TOPICS: ai-infrastructure · co-packaged optics · CPO racks · data centres · feynman · foxconn · Nvidia · optical switches · rubin Latest articles Network News May 14, 2026 AMD nicks nearly half the server cash AI News May 14, 2026 AI agents give CPU substrates a shove AI News May 14, 2026 Cisco mil… …
… Trump negotiated an arrangement under which the US would receive 25 per cent of the revenue from the chip sales. …
… Huawei expects revenues from its AI chips to hit about $12bn this year based on orders already in hand, up from $7.5bn in 2025. …
… That near €13.4bn spend has helped pull in $64.02bn in revenue, which gives Xiaomi a reason to keep shovelling money into the furnace. …