At Cisco Live EMEA in Amsterdam, the company introduced the Silicon One G300, a 102.4 terabits-per-second switching chip that will power new Cisco N9000 and Cisco 8000 data center systems.

Broadcom could be the biggest winner from Alphabet's surge in capex spending.

If you haven't invested in AI yet, here's a breakdown of META and AVGO, and which one is better-suited for your portfolio.

With a forward price-to-earnings (P/E) multiple of just 12, Micron stock trades at a dramatic discount to AI hardware ...

UBS downgraded the U.S. technology sector to neutral on Tuesday, citing pervasive uncertainty in the software industry and the likelihood that AI infrastructure spending will moderate soon.

Charts of Broadcom, Arm Holdings, and Credo Technology Group speak to bullishness.

Nvidia stock is now hovering near its highest levels this year so far.

Nvidia shares were down about 0.5% at $189.06 in early trading. The stock rose 2.5% on Monday and is hovering near its ...

Cisco shares rose after the company unveiled its new Silicon One G300 AI networking chip, signaling a deeper push into AI ...

The Trump administration plans to exempt certain companies from upcoming tariffs on advanced semiconductors. The exemptions ...

Cisco's new 102.4 Tbps AI networking chip boosts performance and energy efficiency for massive GPU clusters, challenging Broadcom and Nvidia.

SAN FRANCISCO >> Cisco Systems today launched a new chip and router designed to speed information through massive data centers that will compete against offerings from Broadcom and Nvidia for a piece ...