9+ hour, 14+ 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…...

5+ day, 9+ hour ago   (458+ words) Mistral, the three year-old French AI company. has raised €3 billion in a Series D funding round at a valuation of more than €21 billion, the largest equity fundraising round ever completed by a European technology company. Samsung Electronics led the round,…...

5+ day, 9+ hour ago   (350+ words) ASML has started building its second major industrial campus in the Brainport region of the Netherlands. The company celebrated the occasion with a groundbreaking ceremony at Brainport Industries Campus (BIC) North, launching a multi-phase development project that will eventually span…...

6+ day, 21+ hour ago   (241+ words) Pixxel, the Indian-based space data company, has raised $100 million in a Series C funding round co-led by Temasek and Seraphim Capital, a London-based investment group focused on the Space sector. The company is aiming to launch the world’s highest resolution…...

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, 9+ hour ago   (59+ words) The top five enterprise SSD brands doubled revenue in Q2 over Q1 to $37.59 billion —a 103.6% increase, reports TrendForce.. Samsung had Q2 revenue of $14.35 billion. Hynix had $8.63 billion. Micron SSD revenue grew 126.3% QoQ to hit $6.98 billion. Kioxia doubled revenue QoQ to reach $4.64 billion. SanDisk…...

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, 9+ hour ago   (563+ words) The global smartphone market is forecast to decline 14.3% year on year in 2026, according to Counterpoint Research’s latest Smartphone Market Outlook Tracker, as higher component costs, reduced availability of lower priced devices and weaker consumer affordability weigh on demand. In 2027 shipments…...