… If you do the math on that, this implies that Cisco will book $3.7 billion in AI orders to hyperscalers and cloud builders in its fourth quarter of fiscal 2026 ending in July. In the third quarter, AI product orders to hyperscalers and cloud builders were up by 2.1X to $1.9 billion. …
CONTROL Most Neoclouds, Sovereigns, And Enterprises Will Buy, Not Build, Their AI Stacks Nutanix is banking on AI hardware constraints and ongoing disenchantment with VMware to bolster its effort to position its Cloud Platform as a “complete platform for the Agentic AI era” as it kicks off its annu… …
… The company described it as a digital immune system, with Gillis saying that “Live Protect is meant to be a finger in the dike that you use to plug the holes in between the maintenance windows and the patching cycle, which is also being changed due to Mythos.” Security also will come later this sum…
… AI-Native Is Now AI-native organizations are those building AI solutions from scratch. Their infrastructure and processes are designed to complement AI, versus integrating built or bought AI solutions within existing infrastructures and processes. …
… To make those investments in AI infrastructure, the AI model builders have themselves had to raise tremendous amounts of money from investors – sometimes including their AI compute engine suppliers, which is a bit of roundtripping, indeed. …
… The GenAI frenzy is at a fever pitch, and the big four hyperscalers and cloud builders alone – Amazon Web Services, Google Cloud, Meta Platforms, and Microsoft Azure – have collectively projected for capital expenses to be somewhere between $695 billion and $725 billion in 2026. …
… It is going to take more money than CoreWeave wants to tap from its balance sheet to start building out that 2.25 gigawatts of unused contracted power – at the $50 billion per gigawatts figure that Nvidia co-founder and chief executive officer Jensen Huang cites, and assuming that CoreWeave continu… …
… With only $19.8 billion in cash in the bank and a debt load both long term and short term of $124.4 billion as the second quarter of fiscal 2026 ended last November, the company needs more money to prime the pump so it can start building the gear to service OpenAI a year from now in the Stargate da… …
… Infrastructure Software revenues will rise by 9 percent to $7.2 billion, which means more profits in the coffer to invest in the AI buildout. xpu google ethernet connect bytedance broadcom apple anthropic ai openai switch
… We’re going to create, for the first time, a software-defined programmable computer that’s able to communicate wirelessly and do AI processing at the same time. . . . and Nokia is going to work with us to integrate our technology and rewrite their stack.” Huang said the global telecom market sits a… …