Networking

Cisco FY26 Earnings: AI Infrastructure Orders Hit $9.3B

Cisco FY26 Earnings: AI Infrastructure Orders Hit $9.3B

AI, Application Development, Infrastructure, Networking /

Cisco closed fiscal 2026 with record revenue of $63.3 billion, driven by a hyperscale AI infrastructure surge that produced $9.3 billion in orders for the year. Networking product orders grew more than 40% year-over-year for the eighth consecutive quarter, while new launches like Cisco Cloud Control and the Antares SLM family signal a push beyond hardware. ECI Research analysts break down what the numbers mean for ITDMs and platform engineering teams heading into FY27.

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Equinix Q2 2026: AI Infrastructure Demand Drives Record Results

AI Infrastructure Demand Drives Record Results

Application Development, Cloud, CloudOps, Data Management, Networking /

Equinix delivered record Q2 2026 results, with 16% revenue growth and a 53% adjusted EBITDA margin, fueled by AI infrastructure demand and record interconnection adds. The company raised full-year guidance and extended its long-term outlook through 2029. New AI factory partnerships and a network-level data sovereignty product signal where Equinix is competing next.

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6G Alliance Signals Enterprises Must Rethink Connectivity Strategy Now

6G Alliance Signals Enterprises Must Rethink Connectivity Strategy Now

Application Development, Network Security, Networking /

The U.S. government’s 6G alliance makes connectivity a matter of national strategic interest. For enterprises, the implication is immediate: fragmented carrier relationships, geopolitical network risk, and hybrid infrastructure demand a resilient, multi-carrier connectivity strategy now, not after 6G deploys. Globalgig’s Ernest Cunningham argues the window to build that foundation is open today.

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NVIDIA Spectrum-X MRC: Open AI Networking at Gigascale

NVIDIA Spectrum-X MRC: Open AI Networking at Gigascale

AI, Application Development, Infrastructure, Networking /

NVIDIA has released the Multipath Reliable Connection protocol as an open specification through the Open Compute Project, following production validation on Spectrum-X Ethernet at OpenAI, Microsoft, and Oracle. The move signals a strategic shift toward open AI fabric standards while keeping the most mature implementation proprietary. ECI Research breaks down what this means for ITDMs and platform engineering teams navigating AI infrastructure decisions.

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HPE Self-Driving Networks: Agentic AIOps Arrives at Scale

HPE Self-Driving Networks: Agentic AIOps Arrives at Scale

AI, Application Development, Enterprise IT Strategy, Networking /

HPE has announced production-grade autonomous networking capabilities across its HPE Mist and HPE Aruba Central platforms, claiming the industry’s first fully agentic AIOps networking architecture. New self-driving actions cover capacity optimization, security remediation, and roaming management without human intervention. ECI Research examines the business case, competitive dynamics, and what IT leaders should do next.

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Tigera Says Kubernetes Networking Has Become the Real Consolidation Layer

Tigera Says Kubernetes Networking Has Become the Real Consolidation Layer

AI, Application Development, Cloud-Native, KubeCon + CloudNativeCon EU 2026, Networking, Open Source /

At KubeCon EU 2026, Tigera made the case that Kubernetes networking is no longer just about connectivity. It is becoming the layer where hybrid AI, platform sprawl, VMware migration, portability, and cost optimization all intersect.

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