According to @CNBC, Equinix teams with Nvidia to host DGX and network fabrics, unlocking faster AI training for enterprises and cloud partners.

According to @CNBC, Joe Terranova says Marvell earnings could jolt AI infrastructure demand and benefit networking, accelerators, and data center spend.

According to @CNBC, Nvidia’s Kyber AI rack faces delays to 2028 due to manufacturing issues, impacting Rubin-era data center roadmaps and procurement.

According to @CNBC, Evercore ISI says Credo Technology, up nearly 2x in 2026, still has upside on AI networking demand.