NETGEAR has spent 30 years making the box that blinks in your closet. Now it is trying to turn that hardware into recurring revenue - and in 2025, for the first time in five years, the bet moved the numbers.
Accton spent decades building the switches behind other companies’ brands. Now AI has turned that quiet Taiwanese manufacturing playbook into an $8 billion open-infrastructure business - and pulled it from the rack into optics, cooling and compute.