Fierce Network Research Bulletin

Scroll down to get the latest news and analysis from our Chief Analysts, Linda Hardesty and Mitch Wagner.

AMD CEO Lisa Su holds up an EPYC Venice CPU onstage at Advancing AI 2026 in front of a screen touting the server CPU portf

Cloud

AMD launches full-stack AI compute for agentic era

AMD launched Helios racks, MI400 GPUs and 6th Gen EPYC CPUs, with Anthropic, OpenAI and Meta detailing deployments from the keynote stage.

Mitch Wagner Jul 24, 2026 10:53am

racecars racing

AT&T's AI advice: Stop 'racing from stoplight to stoplight'

Jul 23, 2026 5:17pm

Build Whats Next branded banners covering the upper facade of the Moscone Center in San Francisco on a cloudy day

AMD's Helios bets AI networking on open Ethernet

Jul 23, 2026 3:05pm

Silverlinings Cloud Datacenter

Schneider Electric, AMD unveil Helios AI blueprint

Jul 23, 2026 3:00pm

'AI tailwind' keeps Arista at No. 1 spot in data center switching — now Nvidia looms

Jul 22, 2026 9:35am

Macro AI image of fiber-optic cables fanning from a server in a detailed data center One strand is sharply focused with a bl

Cirion turns to agentic AI to optimize its Latin America network

Jul 20, 2026 10:21am