Arista Networks (NYSE:ANET) is being highlighted as a key infrastructure supplier in the AI data center upgrade cycle. Major hyperscalers, including Microsoft, are moving toward Ethernet based scalability for AI clusters and rolling out in house AI chips such as the Maia 200.

New research from Dell’Oro Group shows how AI is impacting the entire data center infrastructure stack, from record hyperscaler capex and surging AI accelerators to Ethernet

AI’s energy problem may also be its solution, as cities are increasingly exploring opportunities to repurpose excess heat from data centers.

Analysts say Intel’s success will hinge less on hardware and more on overcoming entrenched software lock-in and buyer inertia.

The network is central to the availability, integrity, and performance of nearly every business service. Choices about topology, protocols, technology solutions, security models, and operational workflows set the parameters for how well an organization can ...

The acquired portfolio of highly interconnected data centers in Buffalo, Nashville and Tampa is the result of a joint venture with Novacap