Networking equipment are less exposed to disruptions in the memory market, HPE’s CEO said. ・Peers such as Cisco and Arista Networks also posted strong results recently, although weak margins pressured ...

There’s a line buried in HPE’s latest earnings commentary that tells you everything about where this company is headed. An HPE executive put it plainly: “Networking, which now represents 30% of our ...

The IT landscape is rapidly evolving to meet the demands of our digitally transforming world and a radically changed business environment that calls for always-on performance and agility at scale. As ...

Coherent is a diversified photonics platform vital to AI data center infrastructure, with strong revenue growth led by its networking segment. COHR benefits from hyperscaler AI capex, new product ...