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Infra

Nvidia invests $4B in co-packaged optics suppliers Lumentum, Coherent

By Maria Deutscher Mar 2, 2026

Nvidia Corp. today announced plans to invest in Lumentum Holdings Inc. and Coherent Corp., two publicly traded suppliers of optical networking equipment. Each company is set to receive $2 billion. Nvidia stated that the…

AI

AI reshapes network economics as telcos face a make-or-break moment

By Emile Louw Mar 2, 2026

Telecom monetization is facing a narrow window of opportunity as artificial intelligence redefines network economics. The industry as a whole now faces a decision: Capitalize on software-driven data infrastructure, or risk falling behind in…

Infra

Telcos bet on sovereign AI factories to unlock edge monetization

By Kelly Knight Mar 2, 2026

Modern hybrid architecture is transforming telecommunications companies from simple connectivity providers into essential platform players. As momentum builds around AI-native networks, the focus has shifted toward utilizing existing infrastructure — from central data centers to…

Apps

Tangled announces $4.5M round to build GitHub alternative built on Bluesky’s AT protocol

By Kyt Dotson Mar 2, 2026

Finland-based software startup Tangled Labs Oy today announced it has raised $4.5 million to build a GitHub alternative based around social coding collaboration. ByFounders led the seed financing round, with participation from Bain Capital Crypto, Antler,…

AI

On theCUBE Pod: Anthropic vs. Trump, the ongoing SaaSpocalypse and Dell’s winning strategy

By Devony Hof Mar 2, 2026

Tech collided with politics again this week when the U.S. Defense Department threatened to cut its contracts with Anthropic. Now branded as a “woke” company by Trump, Anthropic risks ceding ground to OpenAI because…

Emerging Tech

Pico introduces next-gen VR OS 6 and teases 2026 flagship headset ‘Project Swan’

By Kyt Dotson Mar 2, 2026

Global extended reality headset and software maker Pico Immersive Pte Ltd., today unveiled Pico OS 6, the company’s most significant update to its virtual reality operating system to date and teased its upcoming headset…

Infra

AI infrastructure’s $5T buildout may still be underestimated, Cisco president warns

By Emile Louw Mar 2, 2026

Ultra-low latency is rewriting the rules of infrastructure design. As enterprises migrate to always-on agentic systems, networks are now required to deliver both nanosecond responsiveness and large-scale performance. This shift is forcing a rethink…

Security

AI memory gold rush sparks high-speed bot assault on DDR5 inventory

By Duncan Riley Mar 2, 2026

A new report out today from cyberfraud protection startup DataDome SAS warns that surging demand for DDR5 memory, fueled by the artificial intelligence boom, has triggered a wave of automated scalping activity that is overwhelming…

AI

Corvic Labs launches to standardize testing and governance for AI agents

By Kyt Dotson Mar 2, 2026

Corvic Inc., a generative artificial intelligence-native enterprise platform that helps organizations deploy and monitor AI applications using complex, multimodal data, today announced the launch of Corvic Labs, a new initiative aimed at providing open…

Infra

Akave raises $6.65M for compute-agnostic, egress-free cloud storage

By Paul Gillin Mar 2, 2026

Akave Inc., a two-year-old cloud infrastructure startup, is formally entering the enterprise storage market today with the launch of an S3-compatible object storage service that decouples storage from compute infrastructure. The firm also said…

all stories

Nvidia invests $4B in co-packaged optics suppliers Lumentum, Coherent

AI reshapes network economics as telcos face a make-or-break moment

Telcos bet on sovereign AI factories to unlock edge monetization

Tangled announces $4.5M round to build GitHub alternative built on Bluesky’s AT protocol

On theCUBE Pod: Anthropic vs. Trump, the ongoing SaaSpocalypse and Dell’s winning strategy

Pico introduces next-gen VR OS 6 and teases 2026 flagship headset ‘Project Swan’

AI infrastructure’s $5T buildout may still be underestimated, Cisco president warns

AI memory gold rush sparks high-speed bot assault on DDR5 inventory

Corvic Labs launches to standardize testing and governance for AI agents

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