Browsing Tag
Cisco Systems
20 posts
GlobalFoundries (GFS) secures $300m US backing for AI silicon photonics push
GlobalFoundries’ $300 million US photonics award targets AI data bottlenecks, but government equity, manufacturing yields and falling $GFS remain key tests.
Nvidia launches Open Secure AI Alliance after Hugging Face agent breach
Nvidia is bringing cloud providers, cybersecurity companies, enterprise software groups and open-source organisations together to build shared security tools for autonomous artificial intelligence agents.
Tech Mahindra turns to Cisco as AI agents reshape enterprise access security
Tech Mahindra is combining its global managed services capabilities with Cisco Secure Access to help enterprises consolidate zero-trust access, cloud security and protection for emerging artificial intelligence agents.
Nanya Technology’s NT$200bn capex bet tests whether AI has changed the DRAM cycle
Nanya Technology plans to quadruple annual capital spending as AI diverts memory capacity away from conventional markets, but record margins and extreme stock gains raise the risk of investing near the top of the cycle.
Why the Panther Labs deal could make Databricks more dangerous to Splunk and CrowdStrike
Find out how Databricks’ Panther Labs acquisition could reshape AI cybersecurity, SIEM competition and enterprise data security strategy.
Check Point (CHKP) and OpenAI link up on trusted cyber access as enterprise security shifts toward AI defence
Find out how Check Point’s OpenAI Daybreak access could reshape CHKP’s AI security strategy and enterprise cyber defence positioning.
HPE rockets on record quarter as it pulls AI-driven guidance forward two years
HPE soared ~30% after revenue rose 40% to $10.7B, networking jumped 148% on Juniper, and it pulled FY26 guidance forward two years. Elliott's Chris Hsu joins the board.
Cisco Systems guides FY26 revenue to $63bn, cuts nearly 4,000 jobs as AI orders hit $5.3bn: $CSCO surges toward record
Cisco Systems is cutting 4,000 jobs while AI orders compound past $9 billion. The question is whether Chuck Robbins can hold margins through tariffs.
Nokia Q1 2026 earnings: NOK stock hits 16-year high as AI and cloud orders cross €1bn
Nokia raised AI and cloud market growth from 16 to 27 percent. NOK stock hit a 16-year high. The harder question is whether capacity can keep up.
Hewlett Packard Enterprise (NYSE: HPE) raises FY2026 guidance after Q1 beat fuelled by Juniper integration and AI networking demand
HPE posts record Q1 FY2026 non-GAAP EPS of $0.65 on 18% revenue growth as Juniper lifts networking 151%. Guidance raised. Read the full analysis.