Weekly Intelligence

Apr 5, 2026

Drone strikes, copper theft, and a new compression algorithm

Plus neocloud spend up 223%, the AWS and Siemens energy play, and Cisco's first wireless report.

Mar 31, 2026

5G takes the lead, the hiring crisis deepens, and rivals team up

Plus an AI compliance scandal, orbital data centers, and what Gartner's inference forecast actually means for your budget

Mar 23, 2026

Faster cables, tighter budgets, and a NaaS acquisition

Plus Arista's new optics module changes the math on AI data center builds, Ciena and Meta rewrite transpacific cable records, and the refurbished market keeps growing.

Mar 16, 2026

$1 Trillion in chips, one less ISP, and AI at the edge

GFiber merges with Astound, NVIDIA eyes $1 trillion in orders, and the Ethernet switch market just had its biggest quarter ever.

Mar 9, 2026

New standards, new startups, new owners

Ethernet gets a GPU-native spec, a $200M startup wants to replace your data center switches, and Google just closed on Wiz.

Mar 2, 2026

Cheap Wi-Fi, expensive lasers, and a lot of Starlink subscribers

Nvidia locks up optical supply, Starlink adds 52,000 users a day, and the Wi-Fi 7 pricing window is already closing

Feb 23, 2026

Horrendous memory costs, redacted reports, and rogue hardware

Arista absorbs crushing DRAM prices, Palo Alto quietly drops China attribution, and Ubiquiti gear keeps showing up in Ukraine