Cloud security

Cisco Q3 FY26: AI Infrastructure Demand Drives Record Revenue

Cisco Q3 FY26: AI Infrastructure Demand Drives Record Revenue

Application Development, Cloud, DevSecOps, Enterprise IT Strategy, Infrastructure /

Cisco reported record quarterly revenue of $15.8 billion in Q3 FY2026, driven by surging AI infrastructure demand and enterprise network modernization. Product orders jumped 35% year-over-year, with networking orders accelerating more than 50%. ECI Research analysts examine what Cisco’s results mean for enterprise IT strategy, security architecture, and developer platform decisions.

Cisco Q3 FY26: AI Infrastructure Demand Drives Record Revenue Read More »

Azure Integrated HSM: Open-Source Cloud Security at Silicon Level

Azure Integrated HSM: Open-Source Cloud Security at Silicon Level

Application Development, Cloud, Compliance, Enterprise IT Strategy, Security /

Microsoft has integrated a tamper-resistant hardware security module into every new Azure server and open-sourced the firmware through the Open Compute Project. The move redefines cryptographic trust as a default cloud infrastructure property rather than a premium service tier. ECI Research unpacks what this means for regulated industries, agentic AI deployments, and enterprise security architects.

Azure Integrated HSM: Open-Source Cloud Security at Silicon Level Read More »