Cisco

Recent news

• Oct 12, 2026

  It’s not your model — AI has a data movement problem

  The article argues that enterprises scaling AI are often facing network and connectivity problems rather than compute or model failures.

  • It cites recent research showing 59% of organizations report bandwidth issues and 53% report latency challenges, and says AI agents can generate up to 450% more network traffic per task than humans.
  • The piece references Cisco Live, Azure, and Google Cloud as examples, and emphasizes that performance problems often emerge across Latin America, Asia, and Africa when AI deployments move beyond initial local testing.
• Oct 5, 2026

  From automated response to reasoning: Building confidence in AI-driven NetOps

  BackBox VP of product and engineering Richard Phillips argues for a governed, human-in-the-loop approach to probabilistic automation in network operations.

  • The article explains how AI-driven automation can combine probabilistic reasoning with deterministic execution for network resilience, including vulnerability prioritization, remediation, backups and updates.
  • It cites the $15,000 per minute average cost of downtime and says teams should test discrete automations in labs, set exception-based alerts and checkpoints, and validate each step before production deployment.
• Sep 21, 2026

  U.S. Broadband Capex Hits $92.6B in 2025 as Fiber Fuels AI-Era Networks

  USTelecom has reported that U.S. broadband providers invested $92.6 billion in communications infrastructure in 2025. The piece also references Google’s 2026 spending on data centers and AI compute capacity.

  • 2025 broadband capex reached $92.6 billion, up 3.4% from 2024; cumulative investment since 1996 is nearly $2.3 trillion.
  • The report says providers accelerated fiber deployment, completed C-band and 5G buildouts, expanded fixed wireless access, and modernized networks; it also cites Cisco projecting 6.6-fold growth in consumer-driven network traffic by 2035.
  • USTelecom CEO Jonathan Spalter called for permitting reform from Congress, while the article notes Google is spending $205 billion in 2026 on data centers and AI compute capacity and that Big Tech’s total 2026 capex could reach $800 billion.
• Sep 9, 2026

  Cisco bundles fixes for multiple vulnerabilities, some critical, into one patch

  Cisco has announced software updates to fix more than seven IOS XR Linux-based router vulnerabilities, including two critical issues rated 9.8 severity.

  • Cisco said its engineering team found multiple internally-discovered vulnerabilities affecting all IOS XR releases, including IOS XR7, with no known workarounds and no known active exploitation.
  • The two critical CVEs, CVE-2026-20274 and CVE-2026-20279, involve lifetime resource control issues; Cisco said customers should use show version, apply SMUs or upgrade to fixed releases, and future fixed releases will be 26.2.2 and 26.3.1.
• Sep 4, 2026

  When analyst benchmarks miss the mark: Why Nvidia doesn’t fit Forrester’s data center matrix

  Zeus Kerravala argues that Forrester’s latest Data Center Networking Solutions Wave misjudges Nvidia by applying a legacy enterprise framework to modern AI networking.

  • Kerravala says Forrester gave Nvidia a 1 out of 5 for vision and only 2% weight to AI infrastructure support, even though Nvidia scored 5.0 in the AI Infrastructure category.
  • He says Nvidia’s networking business is built around high-throughput AI fabrics, including Ethernet for AI, scale-across topologies, co-packaged optics, and integrated DPUs; he also notes Nvidia’s networking run rate is more than $11 billion.
  • This is an opinion/commentary article, not a company announcement. It references the Forrester Wave for Data Center Networking Solutions Q3 2026 and discusses how buyers should use more specialized evaluation frameworks for AI and high-performance compute.
• Sep 4, 2026

  HPE’s record Q3: AI infrastructure, networking demand drives growth, but supply constraints tap the brakes

  HPE reported a record third-quarter result driven by AI, networking, and server demand.

  • HPE revenue reached $12.2 billion, up 34% year over year; CEO Antonio Neri said the company booked more orders than any prior quarter and set a record backlog.
  • HPE said AI systems orders of $2.4 billion rose over 30% sequentially; CFO Marie Myers said HPE expects networking revenue to grow 13%-17% and cloud and AI revenue to grow 14%-18% in fiscal 2027.
  • Neri said routing and data center switching demand accelerated, while supply constraints in DDR5, DDR4, NAND, and high-bandwidth memory continue to limit fulfillment; HPE is seeking multi-year supply agreements and offering alternative configurations.
• Sep 2, 2026

  VMware by Broadcom: Product, service and support news

  Broadcom has announced multiple VMware-related product and support changes, including a new AI infrastructure stack and a slower release cadence.

  • At VMware Explore in Las Vegas on Aug. 31, 2026, Broadcom announced the VMware AI Factory, a new packaged AI infrastructure stack, plus a new agent governance platform and an open-source security portfolio.
  • Broadcom also said enterprises will be able to run production AI on-premises with VMware Private AI Cloud; separately, VMware’s release cycle is shifting from 2 years to 3 years, and VCF 9.0 support is being extended to 6 years instead of 5.
  • The article is a timeline and analysis of Broadcom’s VMware strategy since the May 2022 acquisition announcement; it also references earlier deals, lawsuits, licensing changes, layoffs, and other market reactions.
• Sep 2, 2026

  NTT DATA launches AI Factory Lab in Saudi Arabia

  NTT DATA has announced the launch of an AI Factory Lab in Riyadh, Saudi Arabia, scheduled to open later this month.

  • The lab will support executive briefings, AI strategy workshops, and hands-on demos for use cases including employee productivity, customer experience, cybersecurity, networking, and software development.
  • The lab will showcase how organizations can build, deploy, secure, govern, and scale AI workloads on an enterprise-grade foundation, in collaboration with Cisco and NVIDIA.
  • Hani Nofal, Executive Head of Infrastructure Solutions in Middle East and Africa at NTT DATA, said the lab is meant to help clients identify the right use cases, deploy AI securely, and scale with confidence.
• Aug 31, 2026

  Private AI cloud, agentic infrastructure dominate VMware Explore

  Broadcom has announced VMware AI Factory, AgentMinder, and new TrueSource open-source security services at VMware Explore in Las Vegas.

  • Broadcom said VMware AI Factory is a packaged AI infrastructure stack built on VMware Cloud Foundation, supporting Nvidia and AMD accelerators, certified servers from Cisco, Dell, Lenovo, Supermicro, and more than 150 models.
  • Broadcom also announced AgentMinder for AI-agent governance, upcoming AI gateways and agentic security features across VCF Private AI Services, Tanzu Platform, Avi Load Balancer, and vDefend, plus TrueSource Trusted Artifacts and TrueSource Data Services for open-source software security; several offerings are available today, while others are coming later this year or were already part of VCF.
  • The article is a news report and analysis based on Broadcom statements and media briefings, not a standalone company press release; it also mentions Flexential building offerings on top of VMware AI Factory early next year.
• Aug 25, 2026

  Cisco bulks up its AI infrastructure portfolio with Supermicro’s liquid-cooled servers

  Cisco has announced that it will add Supermicro’s liquid- and air-cooled compute systems to its AI infrastructure portfolio as part of Secure AI Factory with Nvidia.

  • The expanded offering will include high-density Supermicro compute solutions, validated and sold through Cisco’s Secure AI Factory with Nvidia architecture.
  • Cisco said the systems will support rack-scale and dense GPU deployments, including rack-to-fabric liquid cooling and interoperability with Cisco N9000 Series Switches; availability is planned for October.
  • Cisco also described the architecture as incorporating Cisco UCS servers powered by Nvidia GPUs and Blackwell Servers, Cisco networking and security tools, Splunk, and Nvidia AI Enterprise software.
  • The article is a news report summarizing Cisco’s statement and FAQ, not a transcript or opinion piece.
• Aug 21, 2026

  Bhavin Gandecha: The Permitting Bills Won’t Fix What’s Actually Broken

  Broadband Breakfast published an expert opinion arguing that broadband permitting delays are a governance problem rather than only a speed problem.

  • The piece says the Senate Commerce Committee’s July 2026 hearing on AI and communications networks repeated the view that Congress should pass pending permitting bills, while noting that witnesses did not define when delay becomes a program-level failure.
  • It cites BEAD as a $42.5 billion program that had already absorbed a roughly 74% funding cut, and argues that a pre-agreed threshold should have been set before the cut or before rule changes forced telecoms to redo paid engineering work.
  • The commentary extends the same logic to AI infrastructure, saying hyperscalers are guiding toward about $650 billion in 2026 AI infrastructure capex and that global data center spending may reach $7 trillion by 2030.
  • The article is an opinion/commentary, not a first-time corporate announcement, and it refers to recent hearing testimony, committee action, and prior funding changes rather than reporting a new deal.
• Aug 21, 2026

  Network architecture pay climbs amid AI shift

  Foote Partners has reported that network architecture skills earn a premium in enterprise IT pay, with AI and automation reshaping networking roles.

  • Network architecture earns an average cash pay premium of 20% of base salary, according to Foote Partners’ latest IT Skills and Certifications Pay Index.
  • The report covers 1,417 certified and noncertified IT skills across 5,137 U.S. and Canadian employers; the CCDE credential carries an 11% average pay premium and its market value rose 50%.
  • Foote says employers are paying for enterprise-wide design decisions, as AI workloads, multicloud, zero trust, edge computing, Wi-Fi 7, and private 5G increase network complexity; routine operations are being devalued by AI and automation.
• Aug 20, 2026

  AI Data Center Networking: Scaling Up, Out, and Across with 102.4T Ethernet

  Cisco, Broadcom, and Nvidia are being discussed as vendors racing to deliver AI data-center networking silicon, with Cisco outlining shipment timing for its new Silicon One chips.

  • Cisco said its Silicon One G300 is for scale-out networking inside the data center, and its Silicon One P200 is for scale-across inter-data center connectivity over optical networks.
  • Cisco said the new devices were initially announced in February 2026 and were expected to ship broadly before year-end; P200 systems are already available to select customers, with 28.8 Tbps switches due in Q3 2026 and 51.2 Tbps models due before year-end.
  • The article also cites competing 102.4 Tbps-class offerings from Broadcom Tomahawk 6 and Nvidia Spectrum-6, and notes that some high-end Cisco switches use liquid cooling.
• Aug 13, 2026

  Five takeaways from Cisco’s Q4 and what they mean for IT pros

  Cisco has highlighted FY26 results and Q4 earnings-call commentary showing how AI is reshaping enterprise networking, data centers, and security.

  • Cisco reported record Q4 revenue of $17.3 billion and full-year revenue of $63.3 billion, while guiding to $7.5 billion in FY27 AI infrastructure revenue.
  • The article also cites Cisco’s internal and customer AI-operations examples, including 145,000 support cases resolved by AI, 75 million prompts handled by Circuit, and $4 billion in Q4 AI infrastructure orders.
  • This is an analysis/commentary article, not Cisco’s original announcement, and it references multiple Cisco earnings-call figures and product updates such as Silicon One, Cisco Cloud Control, and PQC-compliant networking gear.