Coward has led IBM’s networking biz for nearly five years He pioneered a buy rather than build approach and played a key role in five acquisitions It’s not clear where he’s headed next or what his departure means for the...

Cisco blew past its $1 billion sales goal for AI infrastructure Huge appetites from three of its webscale customers helped it double AI infrastructure sales quarter over quarter A new partnership with Saudi Arabia comes with huge potential for the...

AI traffic is overwhelming carrier networks, and Nokia believes optical networking is the solution. But there’s a catch: while Nokia’s tech might work, the business case for carriers is a major challenge. Hyperscalers profit from AI, but carriers are left...

SNS said that the private networking space in the U.S. will be worth over $3.7 billion by 2027 Neutral host is growing concurrently in the U.S., the firm reports. STL Partners also said that manufacturing is the most dominant private...