9+ hour, 37+ min ago   (126+ words) High End Routing and Aggregation equipment revenue grew 25% YoY in Q2, says Dell’Oro, driven by stronger demand across all regions and customer segments. Notably, vendor direct sales revenue to cloud providers grew 94% YoY during the same quarter, driven by hyperscalers’ AI…...

1+ week, 7+ hour ago   (275+ words) IQE reported a strong first-half performance, with revenue growth of more than 40% year-on-year driving a step change in profitability. Revenue increased 43% year-on-year to £64.6m Adjusted EBITDA of £6.0m, compared with (£0.4m) LBITDA in H1 2025 The performance reflects strong demand for IQE’s compound semiconductor solutions…...

1+ week, 9+ hour ago   (151+ words) 2Q 2026 marked a major inflection point as switch sales in AI back-end networks surpassed those in front-end networks for the first time, reports Dell’Oro. Meanwhile, Ethernet further extended its lead in AI back-end networks, helping mitigate supply constraints. Ethernet AI back-end…...

1+ week, 14+ hour ago   (267+ words) My Vulture Fund for buying distressed AI assets is growing nicely, Ed confides to his diary. My assumptions are that, in an AI bust, pure-play AI companies like OpenAI and Anthropic will get snapped up by Microsoft and Elon and…...

1+ week, 4+ day ago   (157+ words) Nvidia is to buy AI developer Hugging Face for $12.93 billion, reports Reuters. Hugging Face produces open source AI models in contrast to the closed source models of OpenAI and […] The post Nvidia to buy Hugging Face for $13bn appeared first on…...

1+ week, 6+ day ago   (199+ words) Nvidia is buying $3.5 billion of MediaTek’s convertible bonds in a deal by which they commit to use eachother’s products. “Nvidia’s networking ecosystem is now part of MediaTek’s supply chain, and MediaTek’s XPU is part of our supply chain,” said Jensen…...

2+ week, 6+ day ago   (178+ words) Starcloud, the space datacentre manufacturer and operator, announced a $250 million Series A extension funding round to its March $170m Series A, at a $2.3 billion valuation. Investors were Manhattan West, Benchmark, EQT, Soma, NFX, 776, and others, as well as new investors Nvidia,…...

2+ week, 6+ day ago   (178+ words) It seems unimaginable that a company which has had the gargantuan success of Nvidia can be seen as a debt default risk. But that’s what is happening. Credit Default Swaps insuring against an Nvidia debt default have doubled in price…...

2+ week, 6+ day ago   (231+ words) Anglia Components has signed afranchise agreement with Taiwanese manufacturer OptoMedia to distribute its range of fibre optic transceivers for industrial defence and video applications. “OptoMedia has the products and technologies to deliver massive, reliable data transmission across long distances, in…...

3+ week, 9+ hour ago   (95+ words) For the first time, AMD’s share of the x86 CPU PC market, covering both mobile and desktop, has topped 30%, according to Mercury Research. AMD’s share was 30.3% in Q2 against Intel’s 69.7%. Two years ago it was 21.1%. AMD’s share for desktop CPU shipments had…...