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"exact phrase" the words together, in this order-word leave out stories with the wordtopic:robotics a topic by ID or name; quote names with spaces: topic:"open-weight models"category:"AI agents" a categorycompany:openai a company, person, product or organization (also entity:)source:forbes.com a publisher by site or nametype:analysis news, analysis, opinion, research paper and other kindsafter:2026-11-01 stories on or after that New York day; before:2026-11-10 on or before it
AI-generated summary Arista Networks reported robust AI networking demand during the third fiscal quarter, posting 3.7 billion dollars in revenue and surging net income. Arista also touted a total addressable market of 200 billion dollars while raising supply chain purchase commitments to 11.4 billion dollars.
AI-generated summary PsiQuantum is sharing optical circuit switch samples with prospective customers as it adapts silicon photonics developed for quantum computing to the networks connecting AI infrastructure. The company reported typical insertion loss of 1.2 decibels, crosstalk performance of 40 decibels, and reconfiguration in less than three milliseconds in its own laboratory tests.
AI-generated summary AMD networking executive Soni Jiandani says that artificial intelligence infrastructure is too complex for a single company to own. Jiandani states that Ethernet remains a constant foundation that supports multiprotocol and multipathing for customers such as Microsoft and Oracle.
AI-generated summary OpenAI CEO Sam Altman stated on a podcast that keeping limited DRAM in personal computers used five percent of the time is quite terrible for global allocation. Microsoft executive Satya Nadella instead promotes unmetered intelligence with models running locally on Windows PCs.
AI-generated summary Nokia releases its Global Network Traffic Report 2026, predicting that artificial intelligence will account for nearly half of all network traffic by 2035. Nokia warns that the uplink-heavy nature of artificial intelligence traffic will create a considerable challenge for cellular network capacity as demand rises.
AI-generated summary Fujitsu networking arm 1Finity announced a full-stack AI-native virtual radio access network solution underpinned by Nvidia GPUs and supported by partners such as Quanta Cloud Technology and Supermicro. 1Finity stated that the solution will enable mobile network operators to offer a comprehensive portfolio of artificial intelligence and radio access network solutions while accelerating go-to-market timelines for enterprise customers.
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