cisco

Cisco is repositioning itself as a core AI infrastructure supplier, reporting strong hyperscaler orders and a broadening market beyond GPUs to networking, security, and observability. The company raised its FY26 hyperscaler AI infrastructure order expectation to ~$9B and highlighted Silicon One as a critical differentiator.

Cisco is cutting nearly 4,000 jobs (5% of workforce) to reallocate spending toward AI and cybersecurity, despite reporting record quarterly revenue and better-than-expected profit.

Cisco announces a reduction of fewer than 4,000 jobs (less than 5% of workforce) as part of a strategic shift toward AI, silicon, optics, and security investments, while detailing support for affected employees.

Iran claims US exploited backdoors in Cisco, Juniper, Fortinet and MikroTik gear to sabotage networks during recent strikes, saying devices failed despite Iran’s Internet blackout.

Cisco and OpenAI collaborated to transform Codex from a code completion tool into an enterprise-grade AI engineering agent capable of autonomous workflows at scale, achieving significant productivity gains including 20% build time reduction and 10-15× improvement in defect resolution throughput.

Cisco leverages OpenAI Codex to accelerate building an AI defense system, cutting delivery time from several quarters to weeks. It also open-sourced a tool called defense claw, which was developed in less than a week.