Browsing Tag
Cisco Systems
24 posts
AMD’s new Helion AI rack could change data center economics. Why is CPU power back in focus?
Advanced Micro Devices has introduced Helion, an open rack-scale architecture for agentic AI workloads, expanding its infrastructure strategy beyond GPU-intensive artificial intelligence computing.
Huawei rejects U.S. theft and Iran sanctions case as three-month federal trial opens
Huawei Technologies has gone on trial in a Brooklyn federal court nearly eight years after the first U.S. indictment, with prosecutors alleging a decades-long racketeering operation involving trade-secret theft, bank fraud and Iran sanctions violations, allegations the Chinese technology company denies.
Cisco adds Supermicro compute as AI Factory targets rack-scale Rubin era
Cisco is adding Supermicro liquid-cooled compute to its NVIDIA-powered Secure AI Factory, pushing deeper into rack-scale infrastructure just as hyperscaler AI orders reach $9.3 billion and lower-margin AI hardware becomes more important to its revenue mix.
Cisco Systems posts Q4 revenue of $17.3bn with $9.3bn in AI orders
Cisco Systems' Q4 revenue rose 18% to $17.3bn and AI orders hit $9.3bn for FY26, yet CSCO sold off after hours despite raised fiscal 2027 revenue guidance.
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.