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In-depth insights in seconds. Ask Deep Research.

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 by Mike Sullivan
AI Agenda

China’s Probe of Meta’s Manus Purchase Sends Startups Scrambling

By Jing Yang and Juro Osawa · Apr 15, 2026 7:00am PDT
China’s AI startup founders are jittery. The Chinese government’s investigation of Manus’ sale to Meta Platforms has cast a shadow over a popular exit path for startup founders. And it has caused some startups to consider moving out of China or to shift some operations to Singapore.While some AI startups are happy to stay in China, relying on... China’s AI startup founders are jittery. The Chinese government’s investigation of Manus’ sale to...
Jared Siskin/Getty Images.
Dealmaker

Billion Dollar Grüns Sale Gives Consumer Investors Hope

By Katie Roof · Apr 14, 2026 4:18pm PDT
When Unilever last week announced its $1.2 billion acquisition of Grüns, a three-year-old brand of gummy vitamins, I had a flashback to a decade ago when Unilever bought Dollar Shave Club for almost the same price. That earlier deal marked the heyday of venture-backed consumer exits, which have been few and far between more recently. The... When Unilever last week announced its $1.2 billion acquisition of Grüns, a three-year-old brand...
Art by Mike Sullivan.
Exclusive

Anthropic Changes Pricing to Bill Firms Based on AI Use as Demand Jumps

By Kevin McLaughlin and Aaron Holmes · Apr 14, 2026 3:10pm PDT · 7 comments
Businesses whose employees are heavy users of Anthropic’s Claude products are likely to pay significantly more for them after the company changed its pricing model to charge business customers based on the amount of AI they use. The shift, which which some customers started to notice in recent weeks, is the latest indication of... Businesses whose employees are heavy users of Anthropic’s Claude products are likely to pay...
Art by Mike Sullivan.
Crypto Firms Seek Access to Anthropic’s Mythos While Shoring Up Defenses
By Yueqi Yang · Apr 14, 2026 11:48am PDT
Art by Mike Sullivan.

Crypto Firms Seek Access to Anthropic’s Mythos While Shoring Up Defenses

By Yueqi Yang · Apr 14, 2026 11:48am PDT
Major crypto exchanges and custodians including Coinbase and Binance are racing to prepare for powerful AI models like Anthropic’s Mythos, which the AI firm says could be dangerously good at finding and exploiting software vulnerabilities. Coinbase, the biggest U.S. crypto exchange, has been in “close communication” with Anthropic about Mythos,... Major crypto exchanges and custodians including Coinbase and Binance are racing to prepare for...
Chery says it will release the premium Exeed EX7 SUV late this year, powered by a semisolid battery. Photo: Courtesy MIIT.
The Electric

The Electric: In the U.S. and China, Exaggerated Claims of Solid State Batteries

By Steve LeVine · Apr 13, 2026 9:00am PDT
In a livestreamed event last month, China’s Chery Automobile said it had made a breakthrough in solid-state batteries and would deploy them next year in a luxury electric SUV that would have a whopping 560 miles of range. In a livestreamed event last month, China’s Chery Automobile said it had made a breakthrough in...
The Electric Newsletter
An exclusive publication covering the nascent battery and electric vehicle revolutions.
By providing your email, you agree to The Information’s Privacy Policy
Microsoft’s data center project Mount Pleasant, Wis. in late 2025. Joe Timmerman/Wisconsin Watch via Getty Images
AI Infrastructure

Microsoft Slowed AI Spending. Now It’s Playing Catchup

By Ann Davis Vaughan · Apr 13, 2026 8:00am PDT · 1 comment
Microsoft is playing catch-up in the AI power race by grabbing big sites in Texas and West Virginia for data centers fired by natural gas. It wasn’t long ago that the company had a big lead.In the early days of the AI boom, Microsoft’s in-house energy team amassed a 9-gigawatt war chest of grid-powered data center sites that was the envy of the... Microsoft is playing catch-up in the AI power race by grabbing big sites in Texas and West...
Netflix co-CEO Greg Peters. Photo by Getty
The Briefing

Netflix on Deck This Week; Pressure on Software Stocks Intensifies

By Martin Peers · Apr 12, 2026 3:00pm PDT
We interrupt our regular AI programming to talk about something more entertaining: Netflix! The video-streaming giant kicks off tech earnings season on Thursday with its first-quarter earnings. It’s the first quarterly report since Netflix walked away from its $82.7 billion deal to buy Warner Bros. Discovery’s streaming and studio operations, so... We interrupt our regular AI programming to talk about something more entertaining: Netflix! The...
Art by Clark Miller
The ‘Tokenmaxxing’ Tide May Already Be Turning
By Jyoti Mann, Nick Wingfield and Catherine Perloff · Apr 11, 2026 7:00am PDT
Art by Clark Miller

The ‘Tokenmaxxing’ Tide May Already Be Turning

By Jyoti Mann, Nick Wingfield and Catherine Perloff · Apr 11, 2026 7:00am PDT
At tech giants like Meta Platforms, employees may have embraced the idea of “tokenmaxxing” as a way to show off how dedicated they are to using AI in their jobs. Don’t expect businesses beyond the deepest-pocketed tech giants to follow their lead, though. As The Information reported on Monday, employees inside Meta have been competing to see who... At tech giants like Meta Platforms, employees may have embraced the idea of “tokenmaxxing” as a...
Jeetu Patel, president and chief product officer at Cisco Systems Inc..
Exclusive

Cisco in Talks to Buy AI Security Startup Astrix for at Least $250 Million

By Valida Pau and Stephanie Palazzolo · Apr 10, 2026 2:18pm PDT
Cisco Systems is in talks to acquire Astrix Security, a five-year-old Israeli cybersecurity startup that sells software to monitor and secure AI agents, for between $250 million and $350 million, according to people with knowledge of the deal. That would represent at least a 25% premium to the startup’s last valuation of around $200 million, one... Cisco Systems is in talks to acquire Astrix Security, a five-year-old Israeli cybersecurity...
Pro subscription required icon Pro subscription required icon Art by Clark Miller .
Deep Research

‘Tokenmaxxing’ and the AI Margin Squeeze

By The Information Staff · Apr 10, 2026 11:11am PDT
Debate around the prospects for companies like Anthropic and OpenAI has long centered on growth in both users and revenue. In recent months, the bigger story is how usage is changing and what that means for costs. Instead of asking a chatbot a single question, some users are increasingly relying on tools like Claude Code or ChatGPT’s coding... Debate around the prospects for companies like Anthropic and OpenAI has long centered on growth...
SeongJoon Cho/Bloomberg via Getty Images.
True Value

SK Hynix Is the Overlooked Memory Chip Maker

By Anita Ramaswamy · Apr 10, 2026 6:00am PDT · 2 comments
The memory chip market right now is governed by a triumvirate of companies, led by South Korean firm SK Hynix, followed by Samsung, also of South Korea, and U.S. chipmaker Micron. The three stocks soared more than 200% over the last year—and yet they’re still cheap, especially relative to Nvidia’s stock. Investors aren’t giving the... The memory chip market right now is governed by a triumvirate of companies, led by South Korean...
Art by Getty Images.
Even Without Mythos, Researchers Say AI is Getting Scary Good at Hacking
By Aaron Holmes and Laura Bratton · Apr 9, 2026 10:30am PDT · 1 comment
Art by Getty Images.
Applied AI

Even Without Mythos, Researchers Say AI is Getting Scary Good at Hacking

By Aaron Holmes and Laura Bratton · Apr 9, 2026 10:30am PDT · 1 comment
Anthropic says that its new AI model, Mythos, is so good at carrying out cyberattacks that the company has decided not to release the full version of the model publicly—instead, it’s only sharing the model with top tech companies so they can start building up their defenses.But in the meantime, existing AI models—which are already publicly... Anthropic says that its new AI model, Mythos, is so good at carrying out cyberattacks that the...
China's Geely displayed its M9 Galaxy SUV in Las Vegas in January. Photo: Bridget Bennett/Bloomberg/Getty
The Electric

The Electric: High Gas Prices Are Giving Chinese EV Makers Even Greater Advantage

By Steve LeVine · Apr 9, 2026 9:00am PDT · 1 comment
Oil prices have plunged from their highs on the news of the two-week ceasefire between the U.S. and Iran and a partial reopening of the Strait of Hormuz. But they remain roughly $100 a barrel—about 50% higher than they were before the war began—and economists expect prices at the pump to remain elevated for much of the year. Oil prices have plunged from their highs on the news of the two-week ceasefire between the U.S....
Chapter cofounder and CEO Cobi Blumenfeld-Gantz. Photo courtesy of Chapter.
AI Agenda

The $3 Billion AI Medicare Broker Backed By Two Vice Presidents

By Stephanie Palazzolo · Apr 9, 2026 7:00am PDT · 1 comment
Meta Platforms’ Wednesday release of Spark, the first model in its broader Muse model family, doesn’t blow other frontier models out of the water, according to developers and researchers I talked to. But at least puts the company back in the AI conversation. The model is already powering the Meta AI app and website but it’ll take some time... Meta Platforms’ Wednesday release of Spark, the first model in its broader Muse model family,...
Meta's Alexandr Wang. Ludovic Marin/AFP/Getty.
The Briefing

Meta Tries to Light a Fire in AI Market

By Martin Peers · Apr 8, 2026 5:00pm PDT
Guess what: Meta Platforms is still in the AI model game. You might have forgotten that fact, given that it’s been a little while since we’ve seen much new on the AI front from the Facebook owner. But CEO Mark Zuckerberg took to Threads on Wednesday to reveal the new model family, known as Muse, and its first member, Spark. Meta stock... Guess what: Meta Platforms is still in the AI model game. You might have forgotten that fact,...
The Briefing Newsletter
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Michael Nagle/Bloomberg via Getty Images.
Nvidia Worth $22 Trillion? This Old-School Financial Model Says Yes.
By Ken Brown · Apr 8, 2026 9:07am PDT · 2 comments
Michael Nagle/Bloomberg via Getty Images.
The Information Finance

Nvidia Worth $22 Trillion? This Old-School Financial Model Says Yes.

By Ken Brown · Apr 8, 2026 9:07am PDT · 2 comments
Nvidia shares should be worth a lot more than they are now—400% more, to be exact. And most software stocks should be worth less—some a lot less—than they are now. You can find assessments like these all over social media, but in this case, they come from one of the most respected quantitative investing models in finance. UBS HOLT is that... Nvidia shares should be worth a lot more than they are now—400% more, to be exact. And most...
GitButler cofounders Scott Chacon, Anne Leuschner and Kiril Videlov. Photo courtesy of GitButler.
AI Agenda

The Startup Building Code Management Software for ‘Tokenmaxxers’

By Julia Hornstein · Apr 8, 2026 7:00am PDT
Earlier this week, my colleague Jyoti reported on the great lengths Meta Platforms engineers are going to show off their AI prowess. An employee-created leaderboard tracks who burns through the most AI tokens—part of a broader trend known as “tokenmaxxing.” The article has sparked a flurry of armchair analysis on how much this strategy could... Earlier this week, my colleague Jyoti reported on the great lengths Meta Platforms engineers are...
Anthropic co-founder and president, Daniela Amodei. Bridget Bennett/Bloomberg/Getty Images.
The Briefing

Anthropic’s Revenue Growth Suggests OpenAI Is Overvalued

By Martin Peers · Apr 7, 2026 5:00pm PDT
The sooner Anthropic and OpenAI go public, the better—at least then we’d have proper financial disclosure. Both companies’ habit of updating the public on their revenue growth by references to either monthly revenue or annualized revenue, which is (loosely speaking) the last month’s revenue multiplied by 12, is getting old. And it’s not exactly... The sooner Anthropic and OpenAI go public, the better—at least then we’d have proper financial...
Anthropic CEO Dario Amodei. Bloomberg/Getty Images.
Dealmaker

How Anthropic Could Hit $100 Billion in Annualized Revenue This Year

By Sri Muppidi · Apr 7, 2026 4:33pm PDT · 2 comments
What could stop Anthropic now? The maker of the Claude chatbot said Monday it is generating more than $30 billion in annualized revenue, up from $19 billion about a month ago and more than triple its year-end level. At that pace, the company is on track to surpass its mid-December projection of $32 billion in annualized revenue by the end of... What could stop Anthropic now? The maker of the Claude chatbot said Monday it is generating more...
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