Company
Cisco Systems is a major networking vendor making switches, routers, and security software for enterprise and campus IT infrastructure.
DBS CIO Hou Wey Fook says AI stocks are not in a bubble, citing Nvidia at about 17x forward earnings and a 70% revenue rise forecast for fiscal 2028. The multiple stays cheap only while the profit forecasts beneath it hold.
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Notre Dame's IT team replaced 955 switches across roughly 170 buildings in about five months, SiliconANGLE reports. Its staff pointed to Wi-Fi upgrades, power limits and years of piecemeal hardware buying, the backlog the column calls the real work of getting AI-ready.
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Cisco Talos has published CLOSEDQUORUM, a Windows credential stealer with no command-and-control server. It hands the state of the infected host to Gemini, DeepSeek, Qwen and Mistral, then acts on the majority verdict.
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SiliconANGLE reads dynamic model routing as the next SD-WAN, and the comparison tells operators which controls to ask a vendor for. It also shows how little of an answer's quality a router can see at the moment it picks.
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The year's CVE tally has reached 66,401, close to double where it stood last September, and Microsoft alone patched 974 in a single month. Jerry Gamblin, who keeps the count, says more known bugs is mostly the system working.
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The lure is a fake leaked vulnerability report promising 38% higher payouts to anyone greedy enough to paste the code. The command channel is a public Google Sheet that Talos reported twice and that stayed up.
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Nvidia beat revenue expectations and Jensen Huang signalled supply stays tight for a while longer, which means teams renting inference should plan around when capacity lands rather than what it will cost.
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The Supreme Court's June 23, 2026 ruling shuts down aiding-and-abetting claims under the Alien Tort Statute and the TVPA. Compliance budgets built on that threat now need a different rationale.
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Dave Vellante argues HBM, advanced packaging, network fabric, power and site readiness stay tight until at least 2028. Price discovery gets pushed out with them.
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