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Cisco
Data center news, project activity, and monthly briefings for Cisco.
Editor's picks
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Already Here, Not Yet Everywhere: Shaping the Economic Impact of Artificial Intelligence | Keynote speech at the International Economic Symposium
Bundesbank President Joachim Nagel delivered a keynote at the International Economic Symposium in Rome on 21 April 2026 about shaping the economic impact of artificial intelligence.
- Main announcement/action: The Bundesbank has approved a comprehensive strategy for artificial intelligence and reports that two out of three Bundesbank colleagues use AI regularly; Nagel called for Europe to accelerate financing, scaling, infrastructure, skills, energy and market integration, highlighting EU-level initiatives such as the AI Act (entered into force 1 August 2024) and the InvestAI initiative (launched February 2025) aiming to mobilise €200 billion, including a €20 billion fund for AI gigafactories.
- Background and details: Nagel summarised cross-country AI investment figures — US private AI investment USD 109.1 billion (2024), China private USD 9.3 billion; China government AI investment USD 62 billion; Europe private USD 19.4 billion; EU government AI investment about USD 1.2 billion — and flagged energy/infrastructure constraints including data centres consuming about 415 TWh/year (≈1.5% of global electricity in 2024) and the forthcoming EU Data Centre Energy Efficiency Package expected in 2026.
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Bereits da, aber noch nicht überall: Wie lassen sich die wirtschaftlichen Auswirkungen von künstlicher Intelligenz beeinflussen? | Keynote-Rede beim International Economic Symposium
Joachim Nagel of Deutsche Bundesbank delivered a keynote in Rome outlining AI’s likely effects on growth, inflation and financial stability and describing concrete institutional responses (Bundesbank AI strategy) and EU investment initiatives.
- Main announcement/action: The Deutsche Bundesbank has adopted a comprehensive AI strategy and reports that two out of three staff now use AI regularly in a secured environment; the speech also highlights the EU’s InvestAI initiative to mobilise €200 billion (including a €20 billion fund for AI gigafactories) and an EU energy-efficiency package for data centres expected in 2026.
- Background and concrete details: The keynote compares AI diffusion to historical general-purpose technologies, cites private AI investment totals (US$109.1bn in the USA, US$19.4bn in Europe, US$9.3bn in China) and estimates of state support (China ~US$62bn, US ~US$3.3bn, EU ~US$1.2bn); it notes data-centre constraints (e.g., 3–5 year grid connection delays in Dublin and Frankfurt) and references harmonised central-bank surveys in Italy and Germany (2024–25).
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Future RAN: Diversifying the 5G Supply Chain Competition
DSIT announced funding of ~£36M through the Future RAN Competition (FRANC) awarded to 14 successful applicants, matched by ~£36M of private funding to support the UK’s 5G Supply Chain Diversification Strategy.
- Main announcement:DSIT funded ~£36M to 14 projects (launched 2021) as part of FRANC, matched with ~£36M private funding; projects ran across the UK (examples: Proteus, UK 5G DU-Volution, Flex-5G) with project timelines spanning December 2021 to between mid-2023 and March 2025 and per-project DSIT funding reported (e.g., Proteus ~£3.3m, DU-Volution ~£6.1m, Best of British ~£5m).
- Context and details: The case study summarizes project outcomes and technical achievements (e.g., DU software on universal platform, AI-powered analytics, energy-efficient cloudlets/C-PON, GaN chip fabrication); it is a summary of concluded projects and closure reports, not a new funding announcement. Key partner types include telco vendors, universities, catapults, and system integrators; several projects demonstrated prototypes, live demos, and transitions into follow-on activities (for example DU-Volution continued into the Open Network Ecosystem competition).
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Open Networks Ecosystem Competition
The UK Department for Science, Innovation & Technology (DSIT) awarded approximately £80.5m through the Open Networks Ecosystem competition to fund multiple Open RAN and private 5G demonstration projects across the UK.
- Main announcement: DSIT funded a portfolio of projects to support the UK 5G Supply Chain Diversification Strategy, awarding a combined funding envelope of ~£80.5m to consortia delivering Open RAN hardware, software, testbeds and live demonstrations. Key funded projects include ONE WORD (~£10m), SCONDA (~£8.5m), BEACH (~£8.34m), Liverpool City Region (~£7.8m), HiPer-RAN (~£7.6m), CORE (~£7m) and ARIANE (~£6m). Project timelines generally ran from September 2023 to March 2025 (some to December/September 2025 as noted).
- Context and implementation details: Projects were required to develop, demonstrate and test Open RAN solutions (software including RIC/xApps/rApps, interoperable hardware, and live deployments). Outputs included operational prototypes, live demonstrations at events and venues, energy-efficiency measurements (e.g., AURA reporting ~30% lower electrical power in some scenarios), open-source releases, closure reports and documented technical guidance to inform future deployments. Many projects followed a lab-to-live approach (lab integration, testbeds, then live trials) with specified delivery windows (most: Sept 2023 – Mar 2025; exceptions listed individually in closure reports).
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NVIDIA, Telecom Leaders Build AI Grids to Optimize Inference on Distributed Networks
NVIDIA and multiple telecom operators announced the deployment and commercialization of geographically distributed “AI grids” at NVIDIA GTC 2026.
- Announcement details: NVIDIA and major operators (including AT&T, Comcast, Spectrum, Akamai, Indosat Ooredoo Hutchison, T‑Mobile) unveiled plans to convert existing distributed network sites into AI grids, leveraging roughly 100,000 distributed network data centers and tapping more than 100 gigawatts of potential AI capacity over time; partnerships cited include AT&T with Cisco and NVIDIA (IoT AI grid), Comcast with NVIDIA, Decart, Personal AI and HPE, and Akamai expanding Akamai Inference Cloud across 4,400+ edge locations using NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs.
- Background and ecosystem: The announcement references the NVIDIA AI Grid Reference Design and an ecosystem of partners (Cisco, HPE, Armada, Rafay, Spectro Cloud); use cases called out include IoT/public-safety, real-time vision, cloud gaming, media rendering and localized sovereign deployments (e.g., Indosat running Sahabat-AI within Indonesia). No specific monetary values or contract prices are disclosed in the article.
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Telstra and Dell Technologies Advance AI-Driven Telco Cloud Automation
Telstra and Dell Technologies have deployed an AI-enabled telco cloud capability to advance autonomous network operations.
- Deployment details: The collaboration implemented Dell’s Telecom Infrastructure Automation Suite (DTIAS) within a multi-vendor architecture to provide infrastructure telemetry, automation, and agentic AI (integrated via Model Context Protocol (MCP) and natural language). The platform includes a conversational interface for Site Reliability Engineers (SREs) to request deeper analysis and next-best-action decisions and supports Telstra Autonomous Networks (TAN) and Connected Future 2030 (CF30) strategy while aligning with the Telstra Reference Architecture Model (TRAM).
- Functionality and scope: The telco cloud supports both containerized and virtualized network functions, enables dynamic real-time resource reallocation, and demonstrates AI-driven self-healing that can automatically migrate critical network applications to new hardware during unplanned outages without manual intervention. No specific commercial values or implementation timelines were provided in the article.
Recent news
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How Jeetu Patel made Cisco unrecognizable
Cisco announced at Cisco Live 2026 that it is repositioning itself from a holding company of products and dashboards into a unified, AI-native infrastructure platform centered on Cloud Control, Cisco IQ, Secure Networking, and Multicloud Fabric.
- Main announcement: Cisco unveiled Cloud Control as a unified, AI-native control plane (with Assistant, Canvas, and Actions modes) plus Cisco IQ (CX brain) and Multicloud Fabric (network-as-a-service), and is shipping Live Protect on Nexus 9000 switches; these are intended to enable agentic operations where humans and AI agents share data, context, and a governed control plane. Key concrete detail: Cisco committed to enabling quantum-safe communications across most core products by December 2026.
- Background and additional details: Cloud Control exposes shared platform services and product tiles (Meraki, Intersight, Splunk, Webex Control Hub, Cisco IQ) behind a single login; Cloud Control Studio includes Agent Builder and App Builder and feeds a Cloud Control Marketplace of partner integrations. Resilient Infrastructure Services and Quantum Ready Assessments will be delivered via Cisco IQ; Live Protect is described as a “digital immune system” and Hybrid Mesh Firewall and post-quantum crypto libraries are being embedded across the portfolio.
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Senior Project Engineer SCADA Networking
Hitachi India Pvt Ltd has posted a job opening for Senior Project Engineer SCADA Networking.
- Position details:Senior Project Engineer SCADA Networking at Hitachi India Pvt Ltd based in Chennai, Tamil Nadu, India; Experience required:13+ years; Qualification:Bachelor/Master in ECE / EEE / E&I; Employment Type: Full time; Apply Link:https://www.hitachienergy.com/careers/open-jobs/details/JID3-196879
- Role scope and requirements: Focus on HMI/SCADA application development (Micro SCADA / Zenon), SCADA network architecture for AC Substation and HVDC projects, hands-on IT infrastructure (routers, firewalls, switches, servers); responsibilities include FAT / SAT, commissioning support, regulatory compliance; preferred certifications CCNA, CCNP, Cyber Security.
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Server Engineer
Vestas (posted under Black & Veatch Holding Company) has posted a Server Engineer job opening in Chennai, India.
- Main announcement: Vestas/Black & Veatch is hiring a Server Engineer in Chennai, Tamil Nadu, India, for a Full time position requiring 3+ years experience and a Bachelor’s degree in Electronics/Communication/Programming/Electrical Engineering or Control Systems; core responsibilities include Commissioning and Configuration of SCADA Server and PPC automation systems, configuration of communication devices (Cisco router and firewall, switches), and providing high-level support during the Service phase. Apply via the Vestas careers link: https://careers.vestas.com/job/Chennai-Server-Engineer-TN-600-117/1395311633/.
- Background & details: Required technical skills include Microsoft OS/Server and SQL administration, Virtual Machines (VMware or others), communication protocols (MODBUS, DNP, OPC-DA, OPC-UA, IEC), Studio 5000 Logix Designer / ControlLogix / Rockwell-aligned structured text skills, Cisco networking (certification valuable) and basic Linux; the posting highlights competencies (cybersecurity awareness, travel willingness, cross-functional collaboration) and benefits such as on-the-job training, bonus program and career development. No salary or monetary values are provided in the posting.
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Big Fiber’s $250M Signals an AI Dark-Fiber Land Rush
Big Fiber has secured $250 million in financing from Stonepeak and Caisse de dépôt et placement du Québec (CDPQ) to expand its dark fiber footprint and network capacity.
- Main action:$250 million financing from Stonepeak and CDPQ to support greenfield construction and overbuilds of exhausted legacy telecommunications corridors, targeting AI-driven demand in regions including the San Francisco Bay Area, Hillsboro, and Atlanta; funds will expand dark fiber footprint and network capacity for hyperscalers and large-scale data center operators.
- Context and details: Analysts and company executives cite extreme route diversity (tri-/quad-versity), rising inference workload demand for dense metro connectivity, and power-rich regions (West Texas, Ohio, Tennessee, Louisiana, Georgia) as drivers; the article notes optical supply chain tightening (CRU Group) and provides traffic multipliers (AI “scale-up” and “scale-out” bandwidth impacts) but does not specify implementation timelines.
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Switch storm coming: Gartner forecasts price hikes, long lead times for enterprise data center switches
Gartner has warned that switch vendors are pivoting engineering and physical resources toward AI data centers, causing higher prices and longer lead times for general-purpose data center customers.
- Main announcement/action: Gartner report authors (including Andrew Lerner) state vendors are “aggressively pivoting resources” to AI infrastructure networks, predicting switch price increases of 15% to 40% and lead times of 3–9 months (up from 1–2 months in mid-2025); the report frames AI spending to surpass general-purpose data center networks in 2026 and more than double through 2029.
- Background and details: The report and analysts (Zeus Kerravala, ZK Research) note constrained engineering talent, memory and laser supply; only about 200 companies operate high-end AI data centers versus roughly 100,000 traditional data center organizations, and AI players collectively spend three times what smaller companies spend. Gartner recommends actions such as extending equipment lifecycles, better utilization, certified refurbished programs (Cisco, HPE), exploring other vendors, cloud/colocation migration, and ordering early if buying new switches.
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New Data Center Developments: May 2026
Data Center Knowledge published a monthly roundup highlighting global data center project announcements, regulatory moves, and investment commitments driven by hyperscale AI demand.
- Main announcement: The roundup catalogs multiple concrete project actions including Aligned Data Centers’ Project Caprock (540 MW, 313-acre campus in Hale County, Texas; initial delivery Q1 2027), EdgeCore’s completion of $1.5 billion in financing for two Northern Virginia hyperscale centers, and Yondr Group energizing a 27 MW Toronto facility expected in mid-2026. It also notes major investment commitments such as Digital Realty’s near S$7 billion Singapore plan (S$4.3 billion for new data centers) and AWS increasing planned investment in Mississippi to $25 billion.
- Context and details: The piece outlines parallel regulatory updates in U.S. states (Maine vetoed a moratorium; Wisconsin revised We Energies tariff rules; North Carolina advanced legislation to require hyperscalers to cover infrastructure costs), workforce and partnership initiatives (Equinix Foundation with ODATA, Cisco, Vertiv launching training in Brazil, cohorts mid-2026), and other regional projects and financings (TikTok €1 billion Finland site; Ark Data Centres >€600 million Barcelona project; Equinix land purchases in South Africa totaling ZAR 890 million).
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The Breaking Points: Cooling Struggles to Keep Pace With AI Power Density
This article concludes cooling is emerging as the defining limit for AI infrastructure and examines how liquid cooling, facility design, and power/cooling integration are reshaping deployment timelines.
- Main finding: The piece argues that cooling is the immediate bottleneck for scaled AI deployments, noting rack power densities moving from tens of kW to hundreds of kW (examples: traditional air cooling effective to ~20–50 kW/rack; some AI systems >200 kW/rack and designs targeting 400 kW+). It highlights that liquid cooling adoption (~46% of cooling market in 2024) is accelerating but retrofit and integration challenges slow deployment.
- Background and details: Cites industry voices (Kevin Wollenweber of Cisco, Steven Carlini of Schneider Electric, Sören Jautelat of McKinsey & Company) and a market forecast from Markets and Markets projecting global data center cooling market growth from roughly $11 billion in the mid-2020s to more than $20 billion by the early 2030s. Describes concrete constraints: plumbing, floor design, leak risk, fragmented component standards, permitting and water-stress considerations affecting site selection and timelines.
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The Breaking Points: Power Emerges as AI’s Defining Limit
Data Center Knowledge presents analysis showing power constraints are now the primary limiter on AI data center deployment.
- Main finding: Power availability and grid interconnection backlogs are the dominant constraint on new AI/data-center capacity, forcing developers to delay projects or shift site selection; estimated investment by US utilities and power providers is roughly $1.4 trillion through 2030 to expand generation, transmission, and grid capacity. Key names: JLL (Curt Holcomb), Cisco (Kevin Wollenweber), Synergy Research Group (John Dinsdale); timelines cited: 36–48 months from commitment to delivery in many cases.
- Background/details: Analysis references Berkeley Lab data showing nearly 2,600 GW seeking interconnection, ABI Research’s April 2026 report arguing grid access/permitting now outweigh chip supply, and regional findings that Texas and Midwestern states are poised to capture >50% of new US hyperscale capacity because of faster interconnection and available power.
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Data centre market set to hit USD $1.08 trillion by 2034
Polaris Market Research projects the global data centre market will reach USD $1,084.16 billion by 2034.
- Main announcement: Polaris Market Research forecasts the global data centre market will grow from USD $354.75 billion in 2024 to USD $1,084.16 billion by 2034, implying a CAGR of 11.50% from 2025 to 2034; key growth drivers named are cloud adoption, artificial intelligence, and edge technologies.
- Background & details: The report highlights hyperscale and edge expansion, increased demand from sectors such as banking, healthcare, technology, telecoms and government, a regional split with North America leading and Asia Pacific (India, China, Singapore, Australia) fastest-growing, and notes operational risks including high operating costs and supply chain constraints; named market participants include Amazon Web Services, Microsoft, Google, Cisco Systems, Dell Technologies, Equinix, NTT Global Data Centres, Schneider Electric.
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Cisco Tests Local Metals Recovery to Address AI Supply Chain Strain
Cisco is testing a distributed, modular metals recovery platform in partnership with UK-based DEScycle at a demonstration plant in Wilton, UK.
- Trial details: Cisco and DEScycle will process batches of disassembled Cisco e-scrap circuit boards at DEScycle’s Wilton demonstration plant to evaluate recovery performance and economics, and to assess integration into existing reverse supply chains and traceability of recovered materials. The trial is explicitly described as demonstration-scale and focused on validating performance and cost.
- Background and rationale: The announcement frames the effort as part of Cisco’s broader sustainability work to address growing demand for metals (copper, gold) driven by AI infrastructure; it contrasts centralized smelting (capital- and energy-intensive) with DEScycle’s smaller, modular units designed to operate closer to retirement sites, reducing transport and dependence on large smelters. Key spokespeople: Mary de Wysocki (Cisco), Fred White (DEScycle), and Ron Westfall (HyperFrame Research).
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Nutanix & NetApp launch virtualisation migration tie-up
Nutanix and NetApp have announced a partnership to integrate Nutanix Cloud Platform (including Nutanix AHV) with NetApp storage systems to simplify VM migrations, storage management and ransomware protection.
- Main announcement: Nutanix and NetApp will deliver an NFS-based integration between NetApp ONTAP and Nutanix Cloud Platform, enabling customers to use NetApp Shift and Nutanix Move to complete VM conversions “in minutes”; the integration supports VM-level management, independent scaling of compute and storage, and aims to reduce migration complexity.
- Background and implementation details: The collaboration includes cyber protection via ONTAP Autonomous Ransomware Protection with AI and NetApp’s ransomware resilience service, support for selected NetApp AFF A-series and FAS hybrid-flash systems, and extends to FlexPod deployments involving Cisco; no explicit timeline or financial terms were provided in the article.
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Iran threat puts Stargate UAE data centre in focus
The Islamic Revolutionary Guard Corps has publicly named OpenAI’s Stargate UAE campus as a potential target.
- Main announcement: The IRGC, via Brigadier General Ebrahim Zolfaghari, issued a video statement explicitly naming the Stargate UAE campus (an OpenAI-backed AI infrastructure project) as a potential target and warning that “All power plants, energy infrastructure, and information and communications technology … with American shareholders, shall face complete and utter annihilation.” The threat is framed as conditional on further US military action against Iranian energy infrastructure.
- Background and project details: The article reports this is the first time the IRGC has identified a specific facility rather than listing companies generically; the Stargate project is estimated to cost USD $30 billion, aims for up to one gigawatt of compute with a 200-megawatt first-phase cluster due by the end of 2026, and is backed by OpenAI, SoftBank, Oracle, MGX with construction led by G42. The piece is a news report documenting the statement and related regional incidents (including strikes on AWS availability zones and a claimed Oracle data centre strike).
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Nutanix adds AI & cloud tools amid infrastructure push
Nutanix has announced additions to the Nutanix Cloud Platform including new AI, Kubernetes on bare-metal, expanded storage and cloud management capabilities.
Main announcement: Nutanix introduced Agentic AI (early access) and NKP Metal (early access), made Unified Storage 5.3 and Data Lens 2.0generally available, and released Nutanix Cloud Manager 2.0 GA; it also launched a Foundation Central appliance to simplify AHV deployment on servers from Cisco, Dell, Fujitsu, HPE and Lenovo and expanded synchronous DR support for Dell PowerFlex and integration for Everpure //c FlashArray. These features target AI workloads, bare-metal Kubernetes, air-gapped on-prem deployments, and multisite/multidomain cluster management.
Background and details: The updates address server and storage supply constraints and aim to broaden deployment options (on-premise, edge, public cloud) including AWS GovCloud support; other planned ecosystem support includes AMD GPU-accelerated servers, Dell PowerStore, NetApp ONTAP, Lenovo ThinkSystem, additional Cisco integrations, zero-copy migrations from VMware vSphere Virtual Volumes to AHV vDisks, and a certified integration between Nutanix Database Service and MongoDB Ops Manager.
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AI for IT stalls as network complexity rises
IDC published the 2026 AI in Networking Special Report, revealing that enterprise AI adoption in networking has largely stalled while infrastructure demand from AI is accelerating.
- Main announcement: The report finds a widening gap between intent and execution—organizations mostly remained in the same adoption stages over an 18-month period—while 81% of respondents are increasing spending on managed service providers (MSP) to support AI initiatives; 46% of respondents prefer AI that can determine and execute network actions autonomously (41% guided, 13% no AI).
- Background and details: The research documents rising infrastructure pressure: 89% of data centers expect to increase bandwidth by at least 11% within the next year, 91% expect similar growth in inter-data-center connectivity, cloud connectivity bandwidth is expected to rise 49% on average, 27% of organizations have deployed AI at the edge today and 54% plan edge deployments within two years, with edge bandwidth projected to grow 51%; IDC recommends starting with targeted, high-impact use cases and relying on external expertise where internal skills lack.