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Cisco's AI Orders Surge Shows the Bottleneck Is Moving Into the Network
Cisco's raised AI order forecast shows hyperscaler demand is turning networking fabric into a central AI infrastructure constraint.
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Cisco's raised AI order forecast shows hyperscaler demand is turning networking fabric into a central AI infrastructure constraint.
OpenAI's MRC announcement signals that the next bottleneck in frontier AI is not just compute, but the reliability and topology of the networks that move training traffic at massive scale.