MarketPulse

data center networking

4 articles
The Motley FoolThe Motley Fool··Micah Zimmerman

Credo Technology Emerges as Overlooked AI Play With 10x Return Potential

Credo Technology posts 202% YoY revenue growth; analyst sees 10-bagger potential despite recent 15% earnings dip and customer concentration risks.
NVDAMSFTAMZNCRDOhyperscalersAI infrastructure
GlobeNewswire Inc.GlobeNewswire Inc.··Na

AOI Unveils 25dBm Ultra-High Power Laser for AI Data Centers

Applied Optoelectronics showcases next-gen optical infrastructure at OFC 2026, secures first 1.6T transceiver order from major hyperscale customer.
AAOIAI infrastructuremanufacturing expansion
The Motley FoolThe Motley Fool··Geoffrey Seiler

Broadcom Positioned to Capitalize on $700B AI Infrastructure Boom

Broadcom positioned to capture gains from $700B hyperscaler AI infrastructure spending through custom chips and networking solutions, with AI ASIC revenue projected above $100 billion by fiscal 2027.
NVDAGOOGGOOGLAVGOhyperscalersAI infrastructure
The Motley FoolThe Motley Fool··Harsh Chauhan

Arista Networks Eyes 25% Growth as AI Data Center Demand Accelerates

Arista Networks forecasts 25% growth in 2026, buoyed by surging AI data center demand and a $5.4 billion backlog. Strong Q4 results exceeded expectations with 29% YoY revenue growth.
ANETstock valuationAI infrastructure