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ethernet
2 articles tagged with this topic
cisconetworking
Behind Cisco's $9.3B AI Orders: The Network Layer Is AI Capex's Real Bottleneck
Cisco FY26 Q4: $17.3B (+18% YoY), AI orders $4B Q4/$9.3B FY. Signal: hyperscaler networking capex rivals GPU. Fabric is scaling's hidden bottleneck.
Aug 132 min read
ciscoai-infrastructure
The Network War Inside Cisco's Earnings: Ethernet vs. InfiniBand
Cisco's guidance tops Wall Street on broad-based AI networking demand. GPU cluster demand expands; Ethernet fabric takes share from NVIDIA InfiniBand.
Aug 122 min read