Cisco

Recent news

• Nov 2, 2026

  AI networking spending grows, but enterprise network readiness lags

  This article is an analyst commentary piece, not a first-time company announcement.

  • IDC and Dell’Oro analysts discussed enterprise AI infrastructure spending, with networking cited as the fastest-growing category and data center switching and campus networking showing double-digit growth in 1H 2026.
  • IDC forecast $623 billion in enterprise AI infrastructure spending in 2026; the panel also cited $200 million for the AI system security market in 2025, rising to $8 billion over the next five years, along with financing approaches from HPE, Juniper, and Cisco.
• Oct 30, 2026

  Edge AI May Give Telecoms a Seat at the Table

  Data Center Knowledge published analysis arguing that telecom operators could play a larger role in edge AI infrastructure as generative AI shifts workloads toward distributed deployments.

  • The article says Nvidia’s edge AI efforts intersect with telecoms through projects and partnerships involving AT&T, Charter Communications, Cisco, Nokia, SoftBank, Telefónica, and T-Mobile, and discusses AI-RAN and physical AI use cases.
  • It cites TIA’s work on ANSI/TIA-942 and says TIA released the first draft of its DCE 9000 quality management standard on Oct. 14, 2026; it also references IDC’s collaboration with the European Commission on The Edge Observatory for the Digital Decade.
  • This is primarily an analysis/opinion piece, not a new company announcement; it summarizes industry views, standards work, and prior partnerships rather than unveiling a single new project.
• Oct 27, 2026

  Cisco taps AI, partners to modernize IT operations and fortify network security

  Cisco has announced a suite of AI, networking, security, and partner-program updates at its annual Partner Summit in Vancouver.

  • Cisco unveiled Cisco Model Foundry inside Cisco Cloud Control, adding a new service that lets customers and partners use and fine-tune Cisco AI models with their own data; controlled availability begins with Cisco partners.
  • Cisco also announced ThousandEyes integration into Wi-Fi 6E and 7 access points, a new Wi-Fi 7 access point with quantum-resilient capabilities (Cisco Wireless CW9176ISEC), new MCP servers for networking platforms, expanded Live Protect support for multiple switching and routing products, and new Cisco IQ partner capabilities including general availability for partners, expanded API access, and RBAC.
  • The article is a news report summarizing announcements and quotes from Cisco executives, not a standalone Cisco press release; it references a Cisco statement and multiple Cisco blog posts and executive comments.
• Oct 21, 2026

  AI networks drive SONiC boom

  The article says SONiC is gaining enterprise adoption and expanding beyond hyperscale data centers, while citing market forecasts and vendor/startup activity around the open-source network operating system.

  • 650 Group forecasts SONiC-based data center switching revenue will exceed $5 billion in 2026 and enterprise SONiC adoption will grow more than 25% year-over-year through 2027; Dell’Oro Group expects SONiC-based switch sales in AI scale-out networks to grow more than 50% a year through 2030.
  • The article also notes that Gartner estimates 2,500 organizations are running SONiC in production, about one-third of them enterprises; examples include Cisco extending SONiC support to its N9000 Series and startups such as Aviz Networks, Hedgehog Networks, and Upscale AI using SONiC for enterprise and AI networking.
• Oct 13, 2026

  WebexOne 2026: Key themes and why they matter to network engineers

  Cisco used WebexOne 2026 in Austin to showcase how AI agents, room devices, and unified management are changing collaboration and network operations.

  • Cisco President and Chief Product Officer Jeetu Patel said agent traffic is now materially different from chatbot traffic, with agents running 7x24, consuming 450% more network bandwidth than humans for the same task, and generating five times more token consumption than humans after surpassing human usage in February.
  • Cisco also highlighted Cisco Cloud Control as a single management plane, new collaboration features such as Dialog, device and workplace tools including Workplace Designer and Workspace Advisor, and stronger security controls for Webex AI agents; the article also notes Cisco’s campus and branch business has grown more than 20% over the past couple of quarters and references 1.4 billion square feet of commercial real estate up for lease renewal.
  • This is a commentary/analysis piece about Cisco’s event and product direction, not a standalone company press release, although it references multiple recent announcements and demos.
• 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

  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.