The Memory Crunch Pinches Cisco’s Profits
…Cisco does not include sales of the just-announced G300 and P200 Silicon One chips and switches and routers based on them in this forecast. Our most pessimistic forecast for Cisco, shows…
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The Current AI Networking Wave Will Be A Tsunami Of Money By 2027
…Of the slightly more than $9 billion in sales that Arista had for 2025, 48 percent of that came from the “cloud titans,” what we call the hyperscalers and cloud builders. That…
Gaming News: Switch 2, PS5, Xbox, PC & More
…Deus Ex, Legacy of Kain, Saints Row are 'underleveraged brands' that will be 'activated,' IP rightsholder says (full post) Nintendo to produce 20 million Switch 2s in FY27, exceeding sales forecast by…
Sales Director - Semiwiki
…Requirements 4+ years of strategic sales experience in the semiconductor industry or a closely related field. Proven track record of exceeding sales targets and driving revenue growth in a multinational or startup…
Discussions and forums
Anyone else getting flooded with “AI-built internal app” requests lately?
We had a situation this week where someone from another department scheduled time with IT because they wanted us to “move their app into production.” At first I assumed it was a normal internal tool request. Nope. They h…
There's a $50B company hiding inside Salesforce
Hi — I'm Taylor, founder of revkit.ai.I've been quiet on the YC blog because we've been heads-down with our first wave of customers. But I want to share the thesis we're building on, because I think it matters for any fo…
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Anthropic Urges Global Pause in AI Development, Flags 'Self-Improvement' Risk
WSJ Anthropic is calling for top artificial intelligence labs to weigh slowing the pace of development, suggesting that AI systems are advancing so rapidly that they may soon be able to improve themselves without human i…
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Show HN: Gigacatalyst – Extend your SaaS with an embedded AI builder
Hi HN, I’m Namanyay from Gigacatalyst (link: https://gigacatalyst.com/). Gigacatalyst allows sales, CS, and users to build one-off features, so your SaaS can support long-tail customer workflows and engineers aren’t pull…
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