Cisco posted Q3 FY2026 revenue of $15.841 billion (+12% YoY) and GAAP EPS of $0.85 (+37%), beating expectations and pushing shares more than 15% higher toward an all-time high on May 14. CEO Chuck Robbins announced the elimination of approximately 4,000 positions to fund an accelerated pivot toward AI infrastructure.
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RSS FeedFinance 4h ago 1 min read
AI X/Twitter Apr 10, 2026 2 min read
Cloudflare said on April 10, 2026 that its global network passed 500 Tbps of external capacity across 330+ cities and now protects more than 20% of the web. The company frames the milestone as both DDoS headroom and a response to the changing traffic mix of AI crawlers and autonomous agents.
AI Mar 30, 2026 2 min read
Microsoft detailed a new MicroLED-based datacenter networking system on March 17, 2026. The project matters because it tackles one of the less visible constraints on AI scaling: the energy, distance and reliability limits of the links connecting servers and GPUs.