CIEN's optical lead, AI-driven demand and raised 2026 revenue outlook set it against Nokia as investors assess which ...

Two decades ago, the hyperscalers and cloud builders started remaking the Ethernet switch market in the datacenter in their own image, and now it looks like AI training and inference is going to morph ...

Marvell Technology's data center switching is accelerating, with revenues set to surpass $300 million in fiscal 2026 and $500 ...

Despite the maturity of the networking equipment industry dominated by Cisco, Ubiquiti found its niche among SMBs and prosumers, which the industry has overserved. Ubiquiti, specializing in serving ...