A lot happening at Verizon

Companies estimate the partnership will be worth more than $200 billion by end of decade

Vendor upgrades Xinghe portfolio to bolster regional infrastructure for growing AI and distributed agent workloads

New processor line sees AMD defend its CPU crown and chase a $1.4 trillion future

And it remains comfortable with FWA traffic loads

Nikesh Arora finds a good time to tout his Prisma Access Browser for SMBs

Lisa Su confirms upcoming MI500 series will feature both copper and optical connectivity a whole year before Nvidia

CPO Jeetu Patel says the partnership will help keep disparate agents in check

Arvind Krishna points to increased AI use and software momentum as turnaround points

Telco giant 'burning' a trillion-plus tokens per month

Literal chip giant to integrate Wafer-Scale Engine in Helios racks for enhanced AI inferencing

Targets both frontier AI and supercomputing

Featuring programmable 400G DPUs and a single-hop fabric, Helios targets a streamlined, open-standards approach to rival NVL72

Inference the name of the game as chipmaker also appoints Falcon for security duties

Base Database Cloud@Customer brings Oracle's databases into customer data centers, branch locations, factories, and remote sites

Vendor also touts 105% bump in AI and cloud sales

Latest Taurus line comes packed with ‘smart’ retimer, redriver switcheroo

Dismisses need for more M&A and expanded satellite partnerships

Google's first security LLM since 2023 takes aim at Mythos by valuemaxxing, not tokenmaxxing

ETM expands on Arista's VeloCloud estate with SASE germination

Deal marks Palo's fourth acquisition of 2026

Microsoft and SpaceXAI join neoclouds among early users

Gartner server CPU gong goes to AMD while Marvell outclasses on optical connectivity

Antares is Cisco's answer of sorts to Claude super bug hunter