https://www.nextplatform.com/2024/08/15/ai-pervades-the-cisco-stack-but-is-only-starting-to-drive-sales/ In-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Fri, 23 Aug 2024 18:13:45 +0000 hourly 1 https://wordpress.org/?v=6.7.1 https://www.nextplatform.com/2024/08/15/ai-pervades-the-cisco-stack-but-is-only-starting-to-drive-sales/#comment-231541 Fri, 16 Aug 2024 10:10:10 +0000 https://www.nextplatform.com/?p=144529#comment-231541 It’s good to see this quarter’s results essentially confirm the analysis of last quarter’s (TNP May 16) where Cisco was seeing the start of “datacenter spending recovery”, but bars and curves were still pretty much trending downwards, visually. Here, the uptick is quite visible, and will hopefully persist as the contextual analysis suggests (“well-positioned to be the key beneficiary …”), and with rising Splunk too … looking good!

]]>