Cisco’s AI Orders Show Networking Is Now Part Of The Compute Boom by Paul Balo August 13, 2026 0 Cisco beat Q4 expectations and guided fiscal 2027 revenue above estimates as AI infrastructure orders reached $9.3B.
Cerebras Raises 2026 Targets As AI Chip Demand Keeps Building by Paul Balo August 13, 2026 0 Cerebras raised its 2026 revenue and margin targets as demand for fast AI inference keeps rising, even as losses remain ...
Grok 4.6 Puts xAI Back In The Frontier Model Race by Paul Balo August 13, 2026 0 xAI says Grok 4.6 focuses on long-running agents, coding and visual work while matching GPT-5.6 Sol on Artificial Analysis.