Cisco
The AI infrastructure boom is built on data nobody actually has
The AI industry is spending over US$600 billion a year on infrastructure with no reliable public data on the traffic it’s meant to carry.
Matt Walker · · 6 min read
NetApp, Cisco roll out AI and ransomware response tools
FlexPod is a converged infrastructure platform that combines compute, storage, networking, and management.
Minh Le · · 1 min read
Cisco lifts AI forecast to $9b
The company is shifting resources toward AI-focused segments, silicon, and optics, and some affected employees may move into those roles, CEO Chuck Robbins told CNBC.
Naomi Li Gan · · 2 min read
Cisco jumps 14% after beat, raises outlook
Cisco expects fiscal fourth-quarter revenue of US$16.7 billion to US$16.9 billion and adjusted earnings of US$1.16 to US$1.18 a share.
Grace Priscilla Teo · · 2 min readCisco buys Israeli security startup Astrix for $400m
Cisco said it will integrate Astrix’s technology into products including Cisco Identity Intelligence, Duo, Secure Access, and Splunk.
Minh Le · · 2 min readCisco in talks to acquire AI security startup Astrix
Founded in 2021, Astrix builds software that helps companies monitor and control access granted to non-human identities.
Aiko Gao Ishida · · 2 min readIndosat, Cisco partner for Indonesia’s AI security center
The center strengthens Indonesia’s cybersecurity posture and supports protection of government, businesses, and communities.
Diya Lal · · 1 min readCisco shares fall 7% despite earnings beat
For the current quarter, Cisco projects revenue between US$15.4 billion and US$15.6 billion.
Grace Priscilla Teo · · 2 min readCisco to launch Silicon One G300 chip for AI data centers
Cisco’s Silicon One G300 chip is built using TSMC’s 3-nanometer process technology.
Naomi Li Gan · · 2 min readCisco reportedly in talks to buy Israeli cybersecurity firm for $2b
Axonius denied being in acquisition talks with Cisco, saying it aims to remain independent.
Naomi Li Gan · · 2 min read