Qualcomm Validates HBC Silicon
Qualcomm validated first-generation HBC silicon, showing 18x LPDDR5X bandwidth and over 5x HBM4 efficiency. See what it means for the Dragonfly AI250 and AI inference.
Marvell to Acquire Lumentum
Marvell’s $115 billion all-stock deal for Lumentum explained, covering strategic rationale, Qualcomm’s AWS optics challenge, and what it means for AI networking buyers.
Platform ONE Takes Center Stage: Extreme Networks Q1 FY27 Analysis
Extreme Networks’ first quarter FY27 results suggest the company is trying to do something more significant than selling faster Wi-Fi and attaching AI marketing language to the box.