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The company plans to build and pay for dedicated energy infrastructure to reduce the risk of AI data centers straining local grids and slowing expansion.
Cisco is integrating its Nexus 9000 Series AI networking switches with Intel's Gaudi 3 AI accelerators.
AI data centers are the chief culprits, but other issues will extend memory shortage problems into 2027, analysts say.
If AI were a bubble, Big Tech wouldn’t be pouring trillions into compute — 2026 will be defined by who controls inference power.
The tie-in expands processing options for AI data centers, but leaves rival interconnect UALink out in the cold.
Uptime Institute warns that the gap between data center construction timelines and power infrastructure availability will exacerbate industry challenges.
The multibillion-dollar deal shows how the growing importance of inference is changing the way AI data centers are designed and operated.
Just as the US approves exports to the country, Chinese customs officers have reportedly been told not to allow the chips into the country. What now?
The enterprise remains a key target for Cisco, which is keen to deliver the technologies to enable AI transformation, digital resilience, and workforce transformation.
Zhipu’s GLM-Image demonstrates the viability of domestic alternatives amid US export restrictions.
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