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Gabelli Funds PM Hendi Susanto says AI infrastructure demand remains strong despite slowdown calls, with supply tight through 2027.
Ciena Corporation launched Ciena Ventures, a $200 million corporate venture capital program focused on next-generation connectivity technologies including networking infrastructure, data centers, and optical interconnects. The company expects its addressable market to reach $50 billion by 2029 driven by AI-driven bandwidth demand, with fiscal 2027 revenue projected to grow at least 30% to $8.3-$8.4 billion. However, Ciena faces intense competition from Cisco and Arista Networks in the AI networking space.
Arista Networks reported strong cash flow performance in H1 2026, with operating cash flow reaching $2.78 billion and free cash flow surging 50% year-over-year. Revenue grew 37.7% to $3.04 billion with operating margins expanding to 49.9%. Deferred revenues increased to $6.9 billion, supporting future cash generation. The company benefits from sustained AI infrastructure spending and improved supply chain management, though management warns of potential volatility from inventory and deferred revenue fluctuations.
Bank of America sees the semiconductor market reaching $3.2T by 2030. Here’s how AI, memory and chip-equipment ETFs could benefit.
Broadcom stock surges 4% after CEO Hock Tan reaffirms durable AI demand, projecting AI chip revenue to reach $230 billion by fiscal 2028.
VanEck’s Nick Frasse breaks down AI bottlenecks, 'token factories', and why MU, SK Hynix, ASML, and TSMC control the data center buildout.