Cisco

Cisco is an American multinational technology conglomerate that specializes in designing, manufacturing, and selling networking equipment, software, and other high-tech products and services. Chuck Robbins serves as Chair and CEO. Cisco operates in a range of sectors, including cybersecurity, internet of things, and cloud computing. The company's primary competitors include tech giants such as HP, IBM, and Microsoft.

Recent Articles about Cisco
Art via Mike Sullivan
Sunday Insights

Atlassian and HubSpot Join Shift From AI Flat Fees

By Laura Bratton and Aaron Holmes · Apr 26, 2026 8:00am PDT · 14 comments
Dozens of enterprise software firms have shifted away from charging customers flat, per-user subscription fees as AI threatens their seat-based pricing model. By the end of 2025, 79 of the 500 software companies tracked by former OpenView partner Kyle Poyar, including HubSpot, Adobe and Salesforce, had begun charging customers additional fees... Dozens of enterprise software firms have shifted away from charging customers flat, per-user...
Art: Clark Miller (Photo: Getty Images)
The Weekend

Benson Boone, Tech’s Go-To Performer

By Erin Woo · Apr 25, 2026 8:20am PDT
Welcome, Weekenders! In this newsletter:• The Big Read: The tech elite are using AI to supercharge their cancer battles • Artificial Intelligence: Should AI and Christianity mix? • Tech Culture: Amid AI backlash, billionaires demand new breed of bodyguard—plus, inside the star-studded Breakthrough Prize gala • Plus,... Welcome, Weekenders! In this newsletter:• The Big Read: The tech elite are using AI to...
Art by Clark Miller; Getty Images, YouTube.
Tech Culture

Silicon Valley Embraces New Breed of Bodyguards After Altman Attack, AI Backlash

By Eli Rosenberg · Apr 25, 2026 7:00am PDT · 2 comments
Nvidia CEO Jensen Huang cuts a distinctive image, habitually clad in one of his many leather jackets. But it wasn’t Huang’s outfit that caught the attention of another tech founder who saw him in Manhattan last year: it was the phalanx of security guards walking behind him. “He had a posse,” said the founder, who estimates Huang had at least... Nvidia CEO Jensen Huang cuts a distinctive image, habitually clad in one of his many leather...
Photos of Elon Musk and Sam Altman via Getty Images; art by Mike Sullivan
Elon Musk’s Legal War With OpenAI’s Sam Altman Set for Showdown in Court
By Rocket Drew · Apr 24, 2026 12:54pm PDT · 1 comment
Photos of Elon Musk and Sam Altman via Getty Images; art by Mike Sullivan

Elon Musk’s Legal War With OpenAI’s Sam Altman Set for Showdown in Court

By Rocket Drew · Apr 24, 2026 12:54pm PDT · 1 comment
The artificial intelligence era’s biggest legal battle heads to a showdown next week, as Elon Musk and OpenAI CEO Sam Altman are scheduled to face off in a federal courtroom in Oakland, Calif., over the future of the company that pioneered the AI boom. The trial in Musk’s lawsuit against Altman, OpenAI and its partner Microsoft starts with jury... The artificial intelligence era’s biggest legal battle heads to a showdown next week, as Elon...
Art: Clark Miller
Artificial Intelligence

Should AI and Christianity Mix? Pat Gelsinger and Gloo Holdings Sure Think So

By Jemima McEvoy · Apr 24, 2026 10:33am PDT
Last year, Pat Gelsinger found himself pondering a thorny, existential question: What should he do with his life after Intel? The chipmaker had unceremoniously ousted him in December 2024, and shortly after, his wife Linda gave him a firm nudge. “You’re not done yet,” she told him, as Gelsinger recalls it. So Gelsinger considered roles... Last year, Pat Gelsinger found himself pondering a thorny, existential question: What should he...
Wiz CEO Assaf Rappaport, left, and Yevgeny Dibrov CEO of Armis. Photos by Getty Images
Dealmaker

The Region Where Software M&A Is Hopping

By Valida Pau · Apr 23, 2026 5:12pm PDT
Elon Musk may be the busiest dealmaker right now. This Tuesday, his SpaceX rocket company said it had an option to buy coding startup Cursor for $60 billion. That would be the biggest venture-backed acquisition—other than SpaceX’s February purchase of his startup, xAI, for what Musk has said was a $250 billion valuation.Outside the Musk-verse,... Elon Musk may be the busiest dealmaker right now. This Tuesday, his SpaceX rocket company said it...
Tony Avelar/AP.
The Briefing

Big Tech's New Layoffs Phase is Underway

By Martin Peers · Apr 23, 2026 5:00pm PDT
We’re in a tech layoff era again—although a more accurate term may be an “employee replacement” phase. Meta Platforms told staff on Thursday it plans to lay off 10% of its staff, or about 8,000 people, next month. (The next few weeks won’t be fun at Meta!) The latest layoffs follow Meta’s cuts of about 2,000 people earlier this year and a spate... We’re in a tech layoff era again—although a more accurate term may be an “employee replacement”...
Art via Getty Images
New Security Breaches at Anthropic and OpenAI Proved Mark Zuckerberg Right
By Aaron Holmes and Rocket Drew · Apr 23, 2026 7:00am PDT
Art via Getty Images
AI Agenda

New Security Breaches at Anthropic and OpenAI Proved Mark Zuckerberg Right

By Aaron Holmes and Rocket Drew · Apr 23, 2026 7:00am PDT
Hours after Anthropic said it was investigating a report that users had gained unauthorized access to its ballyhooed Mythos model, OpenAI accidentally made a slate of its own unreleased models available on its Codex app. The breaches are a reminder that Anthropic and OpenAI have plenty of their own cybersecurity issues even as they help... Hours after Anthropic said it was investigating a report that users had gained unauthorized...
Pro subscription required icon Pro subscription required icon Art by Clark Miller.
Deep Research

How Tech M&A Is Filling AI Gaps

By The Information Staff · Apr 22, 2026 12:25pm PDT
AI upgrades are a hot spot in technology dealmaking. An analysis by The Information’s Deep Research shows tech companies are leaning on M&A to bolster industry-specific capabilities—and turn AI into products people can actually use. That pattern is playing out across deals of all sizes. SpaceX’s potential $60 billion acquisition of... AI upgrades are a hot spot in technology dealmaking. An analysis by The Information’s Deep...
Michael Intrator, co-founder and chief executive officer of CoreWeave Inc. Photo by Chris J. Ratcliffe/Getty Images
The Information Finance

How CoreWeave Seduced the Bond Market

By Ken Brown · Apr 22, 2026 8:01am PDT
CoreWeave’s shares are up 55% this month, but that rally tells just part of the story about the AI cloud provider. The company has tapped a range of sources for much-needed capital, giving it a commanding role in the AI build-out. CoreWeave’s big fundraising haul—totaling nearly $16 billion—also signals that both stock and debt investors... CoreWeave’s shares are up 55% this month, but that rally tells just part of the story about the...
The Information Finance Newsletter
Context and explanation for the biggest investments in the industry, with a particular focus on the funding of artificial intelligence.
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Art by Getty Images
AI Agenda

Are OpenAI and Anthropic Moving Away From Reasoning Tech?

By Stephanie Palazzolo · Apr 22, 2026 7:05am PDT
Elon Musk rocked the business world again by announcing Tuesday that his rocket-satellite-social media firm SpaceX has signed a deal agreeing to buy AI coding app Cursor for $60 billion at an undisclosed later date or else SpaceX would pay a $10 billion breakup fee.It’s one of the biggest acquisitions of a venture backed startup ever, though it’... Elon Musk rocked the business world again by announcing Tuesday that his rocket-satellite-social...
SpaceX's South Texas production facility. Photo by Reginald Mathalone/Getty Images.
What SpaceX’s Cursor Deal Says About xAI
By Martin Peers · Apr 21, 2026 5:00pm PDT
SpaceX's South Texas production facility. Photo by Reginald Mathalone/Getty Images.
The Briefing

What SpaceX’s Cursor Deal Says About xAI

By Martin Peers · Apr 21, 2026 5:00pm PDT
Elon Musk’s marketing pitch for the SpaceX IPO just got a bit more complicated. SpaceX’s revelation Tuesday afternoon that it was working closely with Cursor, the once-dominant coding firm, and might buy it for $60 billion, raises new questions about the health of xAI, Musk’s AI startup that SpaceX acquired for $250 billion in stock in early... Elon Musk’s marketing pitch for the SpaceX IPO just got a bit more complicated. SpaceX’s ...
Morgan Stanley's Michael Grimes, left, and Goldman Sachs' Kim Posnett. Images via Getty; YouTube
Dealmaker

The Bankers Behind SpaceX’s “Project Apex” IPO

By Cory Weinberg and Valida Pau · Apr 21, 2026 4:32pm PDT · 1 comment
The weeks leading up to SpaceX’s initial public offering will test big ideas about the space industry and the future of artificial intelligence. It will also answer a more basic question: how well Morgan Stanley and Goldman Sachs can work together.The Wall Street rivals’ top bankers have been holed up at SpaceX’s Hawthorne, Calif., headquarters... The weeks leading up to SpaceX’s initial public offering will test big ideas about the space...
Images from Reddit.
AI Agenda

OpenAI Takes Aim at Google with New Image Model

By Stephanie Palazzolo · Apr 20, 2026 7:00am PDT
If you’ve been on X or Reddit in recent weeks, you’ve likely seen images created by an upcoming model from OpenAI floating around. Sharp-eyed people have pointed out that the new model is potentially being tested with some ChatGPT users and on leaderboards under code names. The images generated by that model, which some are calling “... If you’ve been on X or Reddit in recent weeks, you’ve likely seen images created by an upcoming...
Illustration: Clark Miller
The Weekend

What xAI and OpenAI Should Buy Next

By Abram Brown · Apr 18, 2026 8:00am PDT · 1 comment
Welcome, Weekenders! In this newsletter:• The Big Read: The rise of SemiAnalysis’ Dylan Patel, Silicon Valley’s favorite AI commentator • Plus, Recommendations—our weekly pop culture picks: “The Obit Project,” “Disneyland and the Rise of Automation” and “Unfamiliar”Recently, a close friend of mine introduced me to another of his friends, a... Welcome, Weekenders! In this newsletter:• The Big Read: The rise of SemiAnalysis’ Dylan Patel,...
The Weekend Newsletter
What happens when Silicon Valley logs off—the trends, people and companies shaping tech culture.
By providing your email, you agree to The Information’s Privacy Policy
Art by Clark Miller; YouTube
How Dylan Patel and SemiAnalysis Grabbed Sway in Silicon Valley
By Abram Brown · Apr 17, 2026 9:05am PDT · 4 comments
Art by Clark Miller; YouTube
The Big Read

How Dylan Patel and SemiAnalysis Grabbed Sway in Silicon Valley

By Abram Brown · Apr 17, 2026 9:05am PDT · 4 comments
For Dylan Patel, founder of SemiAnalysis, an influential AI industry newsletter and research firm, Nvidia deserves the kind of dogged observation and study the tabloid press once devoted to Princess Diana. He scrutinizes the chip giant’s new products, documents its delays and scoops details about its inner workings.... For Dylan Patel, founder of SemiAnalysis, an influential AI industry newsletter and research...
Wonder CEO Marc Lore. Kimberly White/Getty Images.
Dealmaker

Marc Lore’s Wonder Preps a Pre-IPO Round

By Cory Weinberg · Apr 16, 2026 3:17pm PDT
E-commerce veteran Marc Lore hasn’t been shy about his food delivery startup’s IPO aspirations. In recent months, he has written on the whiteboards in Wonder’s Midtown Manhattan office the date when it should be IPO-ready: March 31, 2027, according to a person close to the company.First, however, the company will try to tap private investors... E-commerce veteran Marc Lore hasn’t been shy about his food delivery startup’s IPO aspirations....