Cisco: The Stock Is Building 'Cause' While Fundamentals Pivot To AI Networking And Campus Refresh
The reason Cisco isn’t universally treated as the next AI infrastructure compounder is that the market can see the friction points.
Network World
Cisco just made moves to own the AI infrastructure stack
By moving into AI observability with Galileo and identity with Astrix, Cisco is repositioning its secure network as the ...
Cisco: The AI Top-Line Boom Can't Hide The Free Cash Flow Problem
Cisco (CSCO) rated Sell: fair value $69 vs. current price. The $28B Splunk acquisition tripled CSCO's debt. Read here for a ...
Anthropic tries to keep its new AI model away from cyberattackers as enterprises look to tame AI chaos
Anthropic tries to keep its new AI model away from cyberattackers as enterprises look to tame AI chaos - SiliconANGLE ...
Meta doubles down on custom AI chips with Broadcom deal through 2029
Under the deal, Meta has committed to an initial deployment of 1 gigawatt of MTIA capacity and plans to ramp to multiple ...
The Information
Cisco in Talks to Buy AI Security Startup Astrix for at Least $250 Million
Cisco Systems is in talks to acquire Astrix Security, a five-year-old Israeli cybersecurity startup that sells software to ...
CRN
Cisco Eyes Astrix Security To Lock Down AI Agents In Potential $350M Deal: Report
Cisco Systems is in advanced talks to acquire Israeli startup Astrix Security for between $250 million and $350 million as ...
Security
Axis Introduces Q6088-E AI-Enabled PTZ Camera With ARTPEC-9 and AV1 Support
ISC West Booth 14051: The AI-powered PTZ camera supports AV1 compression, on-device analytics and hardware-based cybersecurity protections. Axis Communications has introduced the AXIS Q6088-E, a new ...
Tech stocks today: Suspect arrested in alleged attack on OpenAI CEO Altman's home
Beyond the war, police arrested a suspect in an alleged Molotov cocktail attack on OpenAI CEO Sam Altman’s home Friday ...