Cisco launches its N9100 Series Switches, delivering a massive 102.4 Tbps bandwidth powered by NVIDIA Spectrum-X silicon, offering low-latency, lossless Ethernet fabrics built to meet the intense demands of next-generation AI workloads across neoclouds and enterprise data centers.
Cisco launches Nexus One, a unified networking platform integrating silicon, software, and security to eliminate data center fragmentation and power AI-scale infrastructure with quantum-safe encryption, real-time GPU visibility, and multi-OS support.
Nvidia is reframing AI as foundational infrastructure — like electricity or the internet — as industry leaders declare the world is witnessing the largest infrastructure buildout in human history, with personalized AI models potentially surpassing the transformative impact of any technology before it.
Iranian missile strikes have taken down AWS data centers in Bahrain and Dubai, with Amazon declaring multiple zones 'hard down' and engineers scrambling to migrate affected workloads, while broader disruptions to critical materials flowing through the Strait of Hormuz now threaten the global semiconductor supply chain.
Oracle slashes 10,000 jobs in India — roughly 20% of its local workforce — as part of a sweeping global restructuring affecting 30,000 employees worldwide, with analysts saying the cuts could free up $10 billion to fuel the tech giant's aggressive AI and data centre expansion.
Sandisk drops 26% amid fears over Google's TurboQuant compression algorithm, but with Q2 data center sales surging 64% quarter-over-quarter, margins projected at 65-67%, and a $671 price target suggesting 17-18% undervaluation, analysts say the sell-off is overblown and the stock presents a strong buying opportunity.
Oracle is cutting thousands of jobs amid a 25% stock drop and mounting debt, as the tech giant bets big on AI infrastructure with plans to raise $50 billion and honor a $300 billion OpenAI deal, while analysts say slashing up to 30,000 employees could unlock $10 billion in free cash flow.
South Korean AI chip startup Rebellions hits a $2.34 billion valuation after securing $400 million in a pre-IPO round led by Mirae Asset Financial Group, while simultaneously launching two new AI infrastructure platforms, RebelRack and RebelPOD, as the company aggressively expands into the U.S., Japan, Saudi Arabia, and Taiwan.
French AI startup Mistral secures $830 million in debt financing to build a massive Paris-area data center powered by 13,800 Nvidia GB300 GPUs, set to go online in Q2 2026 as Europe races to close the AI infrastructure gap with U.S. giants like OpenAI and Anthropic.
Starcloud raises $170M at a $1.1B valuation to build AI data centers in orbit, already operating a satellite with an Nvidia H100 GPU, though major technical and cost hurdles — including chip cooling, power generation, and reliance on frequent SpaceX Starship launches not expected until 2028 — still stand between the startup and a viable space computing business.