supply chain

Battered IBM and Ericsson robots slumped dazed with broken parts in front of the Wall Street bull statue

Cloud

Ericsson and IBM's horrible, very bad week

Ericsson and IBM are betting their futures on emerging technologies, particularly AI. This week, the AI boom's component costs and capex chaos hammered both companies' Q2 financials.

Mitch Wagner Jul 16, 2026 9:45am

Taara pitches wireless optical links as a fast fiber fix for data centers

Jun 1, 2026 5:03pm

Hyperscalers flex fiber muscle as telcos watch supply lines shift

Apr 2, 2026 1:21pm

Fiber suppliers pledge support for BEAD — but can they deliver?

Mar 18, 2026 1:47pm

Ciena reports $7B in Q1 2026 order backlog amid supply chain challenges

Mar 5, 2026 1:00pm

What you need to know about Corning’s new $6B Meta deal

Jan 27, 2026 1:17pm