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AI Infrastructure

Arista’s AI Networking Surge Runs Into Supply Limits

Supply bottlenecks plus higher deferred revenue now test Arista’s ability to turn AI demand into shipments.

Oracle Sells $18 Billion in Bonds to Finance AI Data Centers

Nvidia’s Blowout Quarter Meets Cautious Guidance as China Sales Stay Shut

Trump Administration Unveils AI Action Plan With 90 Near-Term Measures