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Thursday 13 August 2026
Cisco's falling margin shows hyperscaler AI is now big enough to reshape the business
Cisco Systems closed fiscal 2026 with results that would normally have looked decisively positive. Revenue rose 18% to US$17.3 billion, networking orders posted double-digit growth...
Thursday 13 August 2026
Cisco leans further into AI networking as hyperscaler orders near US$9.3 billion for the year
Cisco Systems closed fiscal 2026 with record results and told investors that the AI-driven "networking supercycle" it has described is still in its early stages. The company backed...
Friday 24 July 2026
AMD Advancing AI 2026: Gorgon Halo brings 300-billion-parameter models to local AI with Cisco governance
Agentic AI is spreading rapidly across personal computers and enterprise endpoints, prompting AMD to expand its local AI strategy with a new platform capable of running significantly...
Saturday 11 July 2026
Cisco says agentic AI will triple enterprise network traffic within three years

Agentic AI is putting new pressure on enterprise networks and cybersecurity infrastructure as companies accelerate internal deployment,...

Sunday 17 May 2026
AI drives Cisco orders, lifts Taiwan networking suppliers
Cisco's latest earnings report has injected fresh momentum into the networking industry, with CEO Chuck Robbins highlighting strong order momentum in AI infrastructure, which helped...
Thursday 14 May 2026
Cisco accelerates AI push with Silicon One gains and major restructuring plan
Cisco Systems reported record fiscal third-quarter results for fiscal 2026, surpassing its own financial guidance, driven by triple-digit order growth from hyperscale cloud providers...
Thursday 9 April 2026
Wi-Fi 7 orders set to overtake Wi-Fi 6 as businesses upgrade networks
After several years of anticipation, Wi-Fi 7 is finally beginning to gain traction. Industry suppliers say meaningful adoption did not begin until 2025, but many now expect 2026 to...
Thursday 26 March 2026
Nanya Technology secures major private placement with Kioxia, Sandisk
Major memory manufacturer Nanya Technology announced a groundbreaking private placement that, for the first time, will involve four major international companies, forming a notably...
Monday 2 March 2026
Nvidia and major telecom carriers pledge AI-native, open platforms to guide 6G infrastructure
At Mobile World Congress (MWC), Nvidia said it and leading operators and infrastructure providers, including Booz Allen, BT Group, Cisco, Deutsche Telekom, Ericsson, MITRE, Nokia,...
Thursday 12 February 2026
Cisco revenue beats expectations, but margin outlook pressured by rising memory costs

Cisco Systems forecast quarterly gross margins below market expectations, citing higher memory chip costs. The weaker margin outlook overshadowed...

Thursday 12 February 2026
Cisco unveils 102.4Tbps silicon and new systems targeting broader AI infrastructure
On February 10, 2025, Cisco introduced a new 102.4 terabits-per-second (Tbps) switching chip and a series of data center systems designed to support large-scale artificial intelligence...
Tuesday 3 February 2026
Nvidia CEO to attend Dassault Systèmes and Cisco summits
Nvidia CEO Jensen Huang is set to maintain a busy schedule following his recent Taiwan visit, with upcoming keynote appearances at Dassault Systèmes' "3DEXPERIENCE World 2026"...
Monday 1 December 2025
Commentary: Nvidia’s trillion-dollar test as the AI build-out hits a harder phase
Michael Burry, famed for predicting the 2008 financial crisis, has launched a paywalled Substack called Cassandra Unchained. In his debut post,...
Thursday 20 November 2025
AMD, Cisco, and HUMAIN form joint venture to deploy up to 1GW of AI infrastructure in Saudi Arabia
AMD, Cisco, and HUMAIN announced a joint venture to develop up to 1GW of AI infrastructure in Saudi Arabia by 2030, beginning with a 100MW deployment in 2026. The project aims to provide...
Tuesday 4 November 2025
Cisco unveils Unified Edge platform to capture AI inference market
Targeting the shift of AI workloads toward distributed computing, Cisco has unveiled its new Unified Edge solution. The platform integrates computing, networking, storage, and security...