Nvidia's NVSwitch is poised to become the dominant scale-up interconnect for AI networks, mirroring the historical role of InfiniBand, according to The Next Platform. The article notes that Nvidia gen…
Nvidia Corp. reported revenue that doubled year-over-year, beating expectations, and CEO Jensen Huang said the company will remain capacity-constrained, driving its stock up nearly 9% on Thursday. The…
Super Micro Computer's stock surged 9.35% to close at $38.46 on August 25 after Cisco Systems announced it will integrate Supermicro's liquid- and air-cooled rack-scale AI servers into its Secure AI F…
Cisco Systems announced that Cisco Cloud Control, its AI-powered IT operations platform, is now generally available for U.S. customers, with more than 300 customers already onboarded and a global pre-…
Cisco Systems (NASDAQ:CSCO) is emerging as a hidden winner in the AI infrastructure boom, with hyperscaler AI orders totaling $9.3 billion in fiscal 2026, roughly 4.5 times the prior year, and managem…
Cisco Systems reported Q4 FY2026 revenue of $17.25 billion, up 17.58% year over year, and non-GAAP EPS of $1.22, booking $9.30 billion in AI infrastructure orders for FY2026 and guiding to $7.50 billi…
Cisco Systems reported Q4 fiscal 2026 revenues of $17.25 billion, up 17.6% year-over-year, the highest quarterly revenue in company history, driven by AI infrastructure demand. The company's Silicon O…
The AI bubble is unlikely to burst soon due to persistent shortages in high-bandwidth memory, advanced packaging, network fabric, power, and site readiness that will delay price discovery until at lea…
Dow Jones Industrial Average futures rose 0.2% and S&P 500 futures gained 0.1% Thursday as Wall Street reacted to a surprise inflation report, while Cisco Systems (CSCO) and artificial intelligence co…
Dow Jones futures and S&P 500 rose slightly early Thursday, while Nasdaq futures were little changed, after a tame CPI report helped the S&P 500, Nasdaq, and Russell 2000 post modest gains. Cisco Syst…
Asian stocks rose on Thursday after a subdued US inflation report eased concerns about imminent Federal Reserve rate hikes, with the MSCI Asia-Pacific Index up 0.6% and Japan's Topix advancing 0.8%. U…
Cisco Systems forecast fiscal 2027 revenue between US$72.2 billion and US$73.4 billion, above analysts' average estimate of US$68.69 billion, citing sustained demand for its AI networking gear. The co…
S&P 500 and Nasdaq 100 futures slipped about 0.1% in premarket trading as investors awaited earnings from Applied Materials, Lumentum Holdings, and Cisco Systems, which will test AI hardware demand, a…
Cisco Systems introduced Cisco Compatible Solutions for AI, a program combining its infrastructure with an ecosystem of independent software vendors to help organizations deploy AI across industries. …
Chip interconnect startup Eliyan raised $145 million in Series C funding at a $1 billion valuation, the company announced Wednesday, to solve data transfer bottlenecks that leave AI processors idle. T…
Morgan Stanley Wealth Management Chief Investment Officer Lisa Shalett warned investors on June 5 that the AI-driven rally in semiconductor stocks may be nearing its end, comparing it to the dot-com e…
Ethernet switch sales surged 39.8% to $15.36 billion in Q1 2026, outpacing the overall server market's 30.4% growth, driven by AI infrastructure demand. Datacenter Ethernet switch revenue rose 61% to …
Cisco Systems is deploying AI agents to all 90,000 employees starting in its new fiscal year, providing personalized assistants that handle tasks and route requests to the most efficient AI model. The…
Tech companies have eliminated about 10,900 Bay Area jobs in the first half of 2026, more than double the 4,700 cuts in the same period last year and exceeding the 10,170 total for all of 2025. Cisco …
Anthropic kept early access to its advanced AI model Mythos for some US security firms after a US export order, while cutting off a European agency, highlighting private vendor discretion over dual-us…