Cisco's AI Revenue Forecast Falls Short of Investor Expectations
Cisco projects $7.5 billion in AI sales this fiscal year, below its $9.3 billion in AI orders, sending shares lower.
AI Infrastructure News and Analysis
Runway Launches Media Router, an AI Infrastructure Play for Generative Content
Runway unveils Media Router, the first AI model routing tool for generative media, shifting from video developer to infrastructure provider.
AMD Commits Up to $5 Billion to Anthropic for AI Infrastructure
AMD pledges up to $5 billion to Anthropic, including Instinct MI450 GPUs and Helios systems, to expand AI computing capacity.
Morgan Stanley Earns USD 2.3 Billion in Capital Markets Fees in H1 2026, Driven by AI Funding
Morgan Stanley collected USD 2.3 billion in capital markets fees in H1 2026, up from USD 1.4 billion a year earlier, fueled by AI infrastructure financing deals.
Japan Launches National AI Infrastructure With 27,500 Nvidia Chips
Japan, Nvidia, and Noetra Corp build what is called the world's first national AI factory using 27,500 Rubin GPUs.