Arista Networks reported third-quarter 2026 revenue of 3.66 billion dollars on November 3, up 58.5 percent from 2.31 billion dollars a year earlier and up 20.5 percent from the second quarter. The company described the result as its fastest year-on-year quarterly revenue growth since its initial public offering in 2014, and the figure cleared Arista's own guidance of about 3.3 billion dollars by more than 350 million dollars.

Broadcom announced on November 4 that it is expanding its VMware Cloud Foundation portfolio with new private AI deployment tools, security and disaster recovery capabilities built into the core platform, and a new lower-cost virtualization product for smaller environments. The company is positioning VMware Cloud Foundation, known as VCF, as a private cloud platform for running traditional virtual machines, containers and AI workloads in enterprise data centers.

Opponents of data centers were among the biggest winners of the Democrats' landslide victories in the United States midterm elections, Reuters reported on Wednesday, in a result investors said points to a shifting public mood on artificial intelligence and a possible slowdown of the building boom that has propelled American economic growth and stock markets.

Advanced Micro Devices reported the largest quarter in its history on Tuesday, as demand for its EPYC server processors and Instinct AI accelerators nearly doubled its data center business and pushed total revenue to a record level.

SambaNova announced on Tuesday, November 3, that Supermicro is entering into a strategic collaboration to build and sell artificial intelligence inference systems powered in part by SambaNova chips. The initial plan covers 10,000 SN50 Reconfigurable Dataflow Unit chips, and the systems will combine those RDUs with Nvidia graphics processing units in a disaggregated design.

Attackers who steal an enterprise's access to large language models can run up more than 100,000 dollars in fraudulent cloud charges in a single day, and cumulative charges at some organizations have reached 1 million dollars before the access was revoked, Google warned on Monday.

Nvidia has told its data center and cloud partners around the world to keep Chinese customers below half of their new business, according to a Financial Times report published on Tuesday, November 3. Citing five people with knowledge of the matter, the report said partners must sell at least 51 percent of their services to non-Chinese companies, which caps the Chinese share at 49 percent.

Attackers are exploiting a maximum-severity vulnerability in Node-RED, the flow-based programming tool widely used in industrial control and operational technology environments, to download and run a Linux bot. Researchers at VulnCheck said one of their canary systems caught the exploitation on October 30, 2026, and they warned about it in an advisory on Monday, November 2.

CrowdStrike and CoreWeave announced an expanded strategic partnership on November 2, 2026, at Fal.Con Europe in Barcelona, bringing CrowdStrike Falcon platform protection and round-the-clock managed security expertise to customers running mission-critical AI workloads on CoreWeave's cloud.

Marvell Technology announced on Monday, November 2, that it will acquire optical components maker Lumentum in an all-stock transaction with an implied enterprise value of 115 billion dollars, one of the biggest deals of 2026 and a direct challenge to Broadcom in AI data center hardware. The companies said they have entered a definitive agreement, unanimously approved by both boards.