In 2024, the narrative around Big Tech was that it was almost impossible for companies to overinvest in artificial intelligence (AI). At almost every earnings update, capital spending (capex) was ...

Class A shares underperformed the MSCI ACWI ex USA Index. During the quarter, we initiated four new positions and exited one ...

Marvell Technology's collaboration with Amazon's AWS on Trainium chips boosts its AI infrastructure potential. Find out why ...

Astera Labs' benefits from strong AI demand, expanding product portfolio, and key partnerships despite a recent dip in stock, signaling growth potential ahead.

Cisco today announced the N9300 Series Smart Switches. What are they and why is this an important development?

The European cloud service providers’ association also warned all is not well in its drive to get Microsoft to level the ...

“Cindy Loyd remains at Broadcom and is transitioning into a new role within the company,” Broadcom said Wednesday in response to a query from CRN. “We will publicly announce our new channel ...

Broadcom AVGO is benefiting from strong demand for networking products and custom AI accelerators (XPUs). In fiscal 2024, AI ...

There are two ways to make a programmable switch that can run network applications and accelerate certain network functions.

New EX4000 series switches, driven by Juniper's Mist AI technology, are aimed at branch, remote office and campus networks.

Reimagining Data Center Security with Smart Switch and Hypershield The first integrated service will combine Cisco Smart ...