Lumentum Holdings (LITE) just received another major catalyst for its AI networking story. The Trump administration is preparing to restrict U.S. imports of new Chinese data center components, particularly optical transceivers,

The Trump administration is drafting rules to block imports of new Chinese optical transceiver models used in AI data centers, citing national security concerns.

Broadcom (NASDAQ:AVGO) moves into focus as artificial intelligence spending drives the semiconductor space to records, reshaping conditions across thetechnology sector.

A likely FCC import ban on new Chinese optical transceivers shifts AI data-center networking demand to US suppliers with scale. COHR already has Nvidia-backed procurement commitments and $2B investments that secure next-gen co-packaged optics capacity,

New research finds 67% of data center operators experienced cybersecurity-related supply chain disruptions, underscoring rising risk in the AI economyCHARLOTTE, N.C., July 29, 2026 (GLOBE NEWSWIRE) -- DP World has released a new research report,

US telecommunications companies connected their systems to data centers and related infrastructure in a way that exposed them to cybersecurity vulnerabilities, potentially opening the door to the massive Salt Typhoon hacking campaign that breached several mobile carriers two years ago,

The best data center exchange-traded funds (ETFs) offer investors a different way to participate in the artificial intelligence (AI) physical infrastructure buildout with lesser r

Emerson's DeltaV Automation Platform integrates data center infrastructure control to accelerate AI-scale facility deployment and operations.

BizLink will acquire Interplex Datacom from Blackstone-backed Ennovi for $850 million in cash, expanding its AI server, connectivity, and data center infrastructure capabilities.

Data centers and real estate investment trusts (REITs) seem, at first glance, like a natural fit. Data centers are capital-intensive real