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Cisco Wants to Make AI Chips, Too -- Are Broadcom and Marvell in Trouble?

Yes, even Cisco designs chips, and it wants in on the AI race. It's been a transformational year for old networking technology giant Cisco Systems (CSCO 0.86%). An investor favorite of the 1990s and early 2000s, the internet and networking infrastructure provider enjoyed a resurgence as of late from its bets on the cloud and recurring revenue services, much like its old dot-com-era tech titan peer Oracle. For its latest trick, Cisco says it has a new family of semiconductors, the G200 and G202, used for AI applications.

Cisco aims for full-stack observability with AppDynamics/ThousandEyes tie-in

Cisco is more tightly integrating its network- and application-intelligence tools in an effort to help customers quickly diagnose and remediate performance problems. An upgrade to Cisco's Digital Experience Monitoring (DEM) platform melds the vendor’s AppDynamics application observability capabilities and ThousandEyes network intelligence with a bi-directional, OpenTelemetry-based integration package.

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