TheCUBE Research analysts Dave Vellante and John Furrier debated the AI bubble on the latest episode of theCUBE Pod, with Vellante arguing that Nvidia Corp. CEO Jensen Huang's $500 billion commitment …
Cisco Systems Inc. reported fiscal fourth-quarter revenue of $17.3 billion, up 18% year-over-year, and net profit of $3.9 billion, up 51%, driven by AI-related sales to hyperscalers, which are expecte…
Cisco Systems Inc. shares fell 9% despite reporting an earnings beat and stronger-than-expected guidance, as investors remained unsatisfied with the results even though the company highlighted booming…
Cisco Systems Inc. CFO Mark Patterson told Yahoo Finance that the company expects FY2027 AI infrastructure revenue to reach $7.5 billion, citing accelerating demand for AI infrastructure. The updated …
Cisco Systems Inc. reported record fiscal fourth-quarter revenue of $17.3 billion, up 18% year-over-year, driven by a 'networking supercycle' fueled by AI infrastructure demand, with product revenue u…
The S&P 500 closed at a record 7,757.64 after tame July CPI data, but Cisco Systems Inc. shares fell 4.6% to $118.18 in after-hours trading despite record fiscal Q4 revenue of $17.3 billion, as the co…
Cisco Systems Inc. reported fourth-quarter earnings of $1.22 per share on revenue of $17.25 billion, up 18% year-over-year, beating analyst estimates, but its stock fell more than 4% in after-hours tr…
Cisco Systems Inc. raised its full-year AI infrastructure order target to $9 billion, nearly doubling its previous estimate of $5 billion, and projected fiscal Q4 2026 revenue of $16.7 billion to $16.…
Cisco Systems Inc. CEO Chuck Robbins announced five new hyperscaler design wins for its Silicon One chips and Acacia optics, with hyperscaler AI infrastructure orders on track to hit a $9 billion run-…
Cisco Systems Inc. is partnering with software providers including WaitTime, Proto Hologram, and Artly to deploy AI-powered retail solutions on Cisco infrastructure, enabling stores to observe, intera…
The Open Secure AI Alliance, whose membership has grown to more than 120 organizations, proposed the Shared AI Findings Exchange (SAFE) guidelines for reporting cybersecurity incidents involving AI ag…
Cisco Systems Inc. has signed a multiyear partnership with The R&A, the worldwide golf governing body, to serve as the official network supplier for The Open, the AIG Women's Open, and other champions…
Cisco Systems Inc. is applying its own AI tokenomics discipline, using Splunk Agent Observability and its Galileo acquisition to track and optimize token consumption, aiming to balance AI cost and val…
Cisco Systems Inc. urged Congress to accelerate the U.S. AI-native network infrastructure, with chief architect Bob Everson testifying before the Senate Commerce Subcommittee on Telecommunications and…
Nvidia Corp. today announced the launch of the Open Secure AI Alliance (OSAA), a new organization founded by technology, cloud computing and cybersecurity leaders including Adobe, Cisco, IBM, and Sale…
Cisco Systems Inc.'s Unified Edge platform, winner of the 2026 Tech Innovation CUBEd Award for most innovative IoT or edge platform, addresses the fragmentation and infrastructure challenges enterpris…
Fewer than 1% of potential users are deploying AI agents at scale, leaving enormous headroom for growth in inferencing demand, according to Jeetu Patel, president and chief product officer of Cisco Sy…
Cisco Systems Inc. released Antares, a family of small language models for locating known security vulnerabilities in codebases, and made the first two models (Antares-350M and Antares-1B) available a…