Cisco Systems

Two technology professionals reviewing a tablet inside a modern data center lined with server racks, networking switches and fiber-optic cables.

Business

June 2, 2026

HPE’s AI Networking Surge Reshapes Enterprise Tech Race

Hewlett Packard Enterprise’s stronger-than-expected results show how artificial-intelligence infrastructure is turning networking and servers into one of the most important battlegrounds in corporate technology spending. Hewlett Packard Enterprise (HPE) delivered the kind

Modern AI data center with illuminated server racks, networking equipment and abstract market graphics symbolizing renewed investment in semiconductor and AI infrastructure stocks.

August 14, 2026

AI Infrastructure Trade Broadens as Chip Stocks Rebound

Investors are pushing back into semiconductors, memory and networking as artificial intelligence spending accelerates, but the market is demanding clearer evidence that record infrastructure investment can generate durable returns. The artificial intelligence