Semiconductor News & Analysis Feed
27 articles
2026-07-07
news.google.com
2026-07-07
BNN Bloomberg
2026-06-22
cryptobriefing.com
2026-06-22
Crypto Briefing
Cisco expands AI infrastructure collaboration with Equinix and Nvidia
The trio is deploying Cisco's Secure AI Factory across Equinix's global network of over 280 data centers, targeting the gap betwee
2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Communications/NasdaqGS:CSCO
Cisco (NasdaqGS:CSCO) Faces A First As Nvidia Passes It In Data Center Switching
June 20, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Nvidia has surpassed Cisco in data center Ethernet switching revenue for the first time.
The shift reflects rising demand for AI-focused networking gear across data centers.
The change raises questions about Cisco's po
2026-06-19
news.google.com
2026-06-19
Seeking Alpha
2026-06-18
blogs.cisco.com
2026-06-18
Cisco Blogs
June 18, 2026
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Data Center
Powering the Future of AI: Cisco’s Breakthroughs in Secure AI Networking with NVIDIA
5 min read
Sai Natarajan, Usha Andra
AI demands a fundamental rethinking of how we design, build, and secure data centers. Organizations are moving past the experimentation phase and are deploying massive AI clusters that require unprecedented network bandwidth, power,
2026-06-18
www.zacks.com
2026-06-18
Zacks Investment Research
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2026-06-17
www.thefastmode.com
2026-06-17
The Fast Mode
Equinix, the world's digital infrastructure company, announced an expanded collaboration with Cisco and NVIDIA to accelerate enterprise AI.
Working with its partners, the company will enable customers to deploy the Cisco Secure AI Factory with NVIDIA across its global network of high-performance data centers, providing customers with standardized AI factory blueprints and automation that simplif
2026-06-17
www.investing.com
2026-06-17
Investing.com
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2026-06-16
techafricanews.com
2026-06-16
TechAfrica News
Equinix said the enhanced partnership builds on years of joint work with Cisco and Nvidia, evolving into a broader ecosystem tailored to support increasingly complex AI workloads across hybrid and distributed environments.
Equinix has expanded its collaboration with Cisco and Nvidia to accelerate the shift of artificial intelligence deployments from early-stage pilots into full enterprise product
2026-06-16
newsroom.equinix.com
2026-06-16
Equinix Newsroom
Presidio deploys Cisco Secure AI Factory with NVIDIA at Equinix data center in complementary, partner-led lab environment
Endorsed architectures and live testing lab deliver faster path for enterprises from pilot to production AI
REDWOOD CITY, Calif., June 16, 2026 /PRNewswire/ -- Equinix, Inc. (Nasdaq: EQIX), the world's digital infrastructure company®, today unveiled an expanded collaboration
2026-06-16
news.google.com
2026-06-16
Stock Titan
2026-06-16
www.crn.com
2026-06-16
crn.com
‘We’re working deeply with Cisco to connect the Cisco secure AI Factory architecture with Nvidia to accelerate that AI factory capability. We’re also working with Presidio around PATH, their Programmable AI Tech Hubs that we believe will help them accelerate customers from the experimental and pilot phases of AI into full AI production across the enterprise,’ says Gordon Mackintosh, Equinix’s seni
2026-06-09
www.indexbox.io
2026-06-09
IndexBox
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2026-06-05
www.foreignpolicyjournal.com
2026-06-05
foreignpolicyjournal.com
Nvidia (NASDAQ: NVDA) has once again become the market’s most closely watched reference point for an enduring question: when does a genuine technology boom become dangerously expensive?
TS Lombard analysts drew a direct comparison between Nvidia’s current rise and Cisco Systems (NASDAQ: CSCO) during the dot-com era, as investors continue debating whether the AI buildout can support expectations p
2026-06-03
news.google.com
2026-06-03
Adam Tooze | Substack
2026-06-02
blogs.cisco.com
2026-06-02
Cisco Blogs
June 2, 2026
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Artificial Intelligence - AI
AI Security Everywhere: Cisco AI Defense on NVIDIA Accelerated Computing
2 min read
Sriram Sagi
Enterprises don’t get to choose one cloud, one GPU, or one deployment model for AI. They’re running inference across the full NVIDIA accelerated computing family — from production clusters to proof-of-value labs and everything in between. They
2026-05-26
www.msn.com
2026-05-26
MSN
Comparing Nvidia to Cisco Systems is a controversial topic. But there might be some reasons for investors to at least consider the similarities between the chip maker and the dot-com network darling.
Nvidia’s sales growth this decade has looked similar to Cisco’s in its 1990s heyday, according to Ned Davis Research Group ‘s chief thematic strategist Pat Tschosik.
After Cisco’s sales growth peake
2026-05-26
www.barrons.com
2026-05-26
Barron's
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2026-05-26
www.barrons.com
2026-05-26
Barron's
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2026-05-16
www.benzinga.com
2026-05-16
Benzinga
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