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Chip Dispatch — Semiconductor and hardware industry news, from fabs and supply chains to AI compute
Cisco Posts $9.3 Billion in AI Orders Ahead of Q1 FY2027 Earnings
Cisco booked $9.3 billion in FY2026 AI infrastructure orders and guides to $7.5 billion next year. Q1 FY2027 results land after the close on November 12.
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cerebras-q3-test-25-4-billion-backlog-meets-margin-risk
Cerebras Q3 Test: $25.4 Billion Backlog Meets Margin Risk
nvidia-board-weighs-jensen-huang-s-future-as-governance-crisis-deepens
Nvidia Board Weighs Jensen Huang's Future as Governance Crisis Deepens
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