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Aug 25, 2026Infrastructure

Partnership Infrastructure

Cisco and Nvidia Move Secure AI Factory to Rack Scale, Targeting September Orders

The package shifts the sales pitch from individual GPUs to a pre-validated system. Cisco still must show that its promised deployment acceleration holds up in customer data centers.

4 min

August 2026

3 stories

Aug 22, 2026Infrastructure

Partnership Infrastructure

Anthropic Plans Up to 2 GW of AMD AI Capacity. Nvidia Still Has the Lead.

The planned MI450 deployment gives AMD a major prospective customer for its new Helios rack. Converting that commitment into shipped, working systems and revenue is the test of whether AMD can narrow Nvidia’s infrastructure advantage.

3 min

Aug 22, 2026Business

Partnership Business

Palo Alto and NTT DATA Build a $1B Security Alliance Without Exclusivity

The deal gives Palo Alto Networks a deeper route into NTT DATA’s enterprise services operation, while NTT DATA retains the freedom to sell competing security products. Its $1 billion measure combines orders and contracts across both companies, making execution—not exclusivity—the central test.

2 min

Aug 21, 2026Infrastructure

Partnership Infrastructure

Google Expands Marvell’s Chip Role Alongside Broadcom

Google’s supplier expansion creates a competitive question for Broadcom, while three widely cited AI-financing figures describe an active deal, an analyst projection, and an unconfirmed proposal—not one pool of committed capital.

3 min