Cisco launches Silicon One G300 and liquid-cooled N9000/8000 systems to accelerate AI data centers
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Cisco pushes AgenticOps deeper into networking, security and observability
Cisco announced an expanded set of agent-driven features under its AgenticOps umbrella, extending autonomous troubleshooting, policy recommendations, and monitoring across campus, data center, service provider and firewall domains. The vendor also described an internal initiative, Outshift, that aims to add semantic layers for agent intent and shared context so multi-agent automations can coordinate reliably; staged rollouts and Splunk integrations are scheduled through 2026.

Cisco CEO warns AI surge will create major winners and widespread disruption
Cisco’s CEO says the current rush into AI will produce a small set of dominant firms and significant market casualties, urging firms and governments to prepare for workforce shifts and rising cyber risk. He pointed to tangible infrastructure demand — more than a billion pounds of orders in a quarter — while calling for collaborative policy work and stronger defensive architectures.
Arista’s move toward AMD accelerators nudges Nvidia lower and reshapes data-center dynamics
Arista said roughly one-fifth to one-quarter of recent deployments are built around AMD accelerators, prompting a modest market reaction that nudged Nvidia shares down and AMD shares up. The disclosure is an early, measurable sign of buyer diversification in AI infrastructure that will play out over procurement cycles, supply constraints and software-stack alignment.
Australian AI infrastructure firm wins $10B financing to accelerate data‑center buildout
Firmus Technologies closed a $10 billion private‑credit facility led by Blackstone‑backed vehicles and Coatue to underwrite a rapid roll‑out of AI‑optimized campuses in Australia. The debt package targets deployment of Nvidia accelerators and up to 1.6 gigawatts of aggregate IT power by 2028, embedding the project in a wider global wave of specialized, high‑power data‑center financing.
Starboard pushes Riot to accelerate AI and HPC data-center pivot
Activist investor Starboard says Riot Platforms can unlock a multibillion-dollar equity upside by fast-tracking deals to convert power-heavy sites into AI and high-performance computing hubs. Starboard points to an AMD anchor lease and Riot’s recent Rockdale land purchase — financed in part by selling bitcoin — as levers that reduce tenancy risk and create near-term contracted revenue, but warns Riot must speed execution or risk being acquired or left behind.

Nebius boosts GPU and data‑center spending to lock in AI capacity
Nebius sharply increased quarterly capital spending to buy AI processors and expand its global data‑center footprint, pushing secured electrical capacity above 2 GW and raising its year‑end target to more than 3 GW. The build‑out — including a planned 240 MW, GPU‑dense campus in Béthune, France — widens near‑term losses but is aimed at underpinning a multibillion‑dollar annualized revenue run‑rate by the end of 2026.
IBM launches next-generation FlashSystem portfolio with agentic AI for autonomous storage
IBM unveiled a new FlashSystem lineup—5600, 7600 and 9600—paired with an agentic AI layer called FlashSystem.ai that automates storage operations, threat detection and recovery. The release emphasizes faster data reduction, large per‑array capacities, sub‑minute ransomware detection and significant claims of reduced operational effort and cost.

Astera Labs stakes claim in AI data-center interconnect after 115% revenue surge
Astera Labs posted $852.5M revenue in 2025, a 115% year-over-year increase, underscoring demand for high-performance data-center switching and management software. Its PCIe 6 fabric switches and COSMOS control suite target GPU-to-GPU scaling and heterogeneous rack I/O, positioning the firm inside a market analysts forecast to grow materially this decade.