networking

Cisco's stock surged 13% to its best day in over 20 years after the company exceeded its AI infrastructure and hyperscaler orders guidance for the fiscal year. This signals strong enterprise demand for AI networking infrastructure, creating investment opportunities in the networking equipment sector during what CEO calls a 'networking supercycle.'

OpenAI, Microsoft and partners are developing improved, more scalable Ethernet technology. This collaboration aims to address networking bottlenecks that constrain AI training and inference workloads at hyperscale.