15+ hour, 23+ 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, 13+ 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, 15+ 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, 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…...

3+ week, 15+ 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…...

3+ week, 4+ day ago   (196+ words) Over 30 years ago, the incoming CEO of a company which had just made the largest loss in US history declared that the last thing the company needed was a […] The post Fable: The Anti-Vision CEO appeared first on Electronics Weekly....

3+ week, 5+ day ago   (185+ words) Yesterday Cerebras, the loss-making waferscale chip developer, launched a new rack-based system called CS-4 which increases the performance of its existing silicon by running more power through it. Cerebras has achieved this by coming up with a more effective cooling…...