Cisco president shares thoughts on AI debate
Cisco President Jeetu Patel says AI guardrails must move at the same pace as the technology.
Cisco Systems, Inc. designs, manufactures, and sells Internet Protocol based networking and other products related to the communications and information technology industry. It provides infrastructure platforms, including networking technologies of switching, routing, wireless, and data center products. The company also offers collaboration products comprising unified communications, Cisco TelePresence, and conferencing, as well as the Internet of Things and analytics software.
Cisco President Jeetu Patel says AI guardrails must move at the same pace as the technology.
Arista Networks (ANET) trades near $188, about where it stood before its August report raised its 2026 revenue outlook for the third time. The easy read is that the market has yet to price that forecast. It already did, once. The market paid for that forecast in August and has since handed most of that payment back, leaving you a claim on the next raise.
Cisco Systems (CSCO) closed fiscal 2026 with record revenue of $63.3 billion, and the stock has returned 66% over the past year. Read its last two August earnings calls, though, and the pitch changed. In August 2025 the CEO pitched a refresh of the installed campus switching base. In August 2026 the lead was a networking super cycle, with hyperscaler AI orders up triple digits. How much of the business actually moved […]
Arista Networks (ANET) stock rose 40.6% between mid-March and mid-September 2026, against 15.5% for the S&P 500. Arista sells the Ethernet switches, its Etherlink line among them, that tie AI accelerators together inside a data center, largely for its biggest customers, the cloud and AI titans. The August guidance raise, the third of 2026, rested on supply, a bottleneck management had described since the autumn of 20 […]
Splunk's new deployment gives customers local control while Cisco chases an 87.5% AI-revenue increase.
Cisco has introduced advanced Splunk integrations and an extended partnership with Nvidia to give enterprises real-time spend tracking and AI-driven security automation.
Dell Technologies (DELL) has returned more than 330% over the past twelve months, and it still cannot build as much as its customers want. You can be paid today for agreeing to buy the stock well below today's price, and the payment is yours whether or not you ever own the shares. The catch is whether you would want the shares at that lower price.
NOK expands DDoS protection in Spain as ESpanix deploys Deepfield Defender across Madrid and Barcelona to secure more than 200 networks.
SPLUNK .CONF -- As AI agents take on more of the work inside the enterprise, the biggest barrier to adoption isn't capability – it's confidence. Customers need to trust that AI is secure, governed, and worth the cost before they let it run at scale. Today, Cisco closes that gap through new Splunk innovations, giving customers the ability to safely and cost-efficiently scale AI wherever their data already lives. This […]