April 20, 2026

Happy Monday.

Google is scaling customer AI chips, Cisco is pushing sovereign infrastructure, regulators are reshaping router markets, and IPv6 is finally hitting escape velocity. As always, thank you for reading and hit us up with any feedback. Let's dive in.

Weekly Roundup

AIData Center Dynamics
Google in early talks with Marvell on two new AI inference chips, a memory processing unit and an inference-optimized TPU, adding a third design partner alongside Broadcom and MediaTek. The move signals diversification rather than substitution as Google scales custom silicon to cut per-query inference costs across billions of daily AI workloads.
VendorITPro
Cisco extends sovereign infrastructure portfolio across EMEA, letting customers run networking, security, compute, Splunk, and AI products in air-gapped, on-prem environments with no internet dependency. The push targets European demand for data residency and operational autonomy as Gartner forecasts sovereign cloud spend to triple by 2027.
PolicyTom's Hardware
Amazon Eero gets FCC conditional approval, joining Netgear in clearing the agency's foreign-router ban for 18 months, while committing to a US manufacturing plan. TP-Link still awaits a decision despite holding 20% of US retail share. The carve-outs reshape competitive dynamics as supply chain origin becomes a regulatory gating factor.
InfraData Center Knowledge
Equinix launches Fabric Intelligence, an AI control layer that automates network design and provisioning across multicloud and edge environments, via natural-language agents and MCP integration. The pitch is that ticket-driven NetOps cannot keep pace with AI workloads, positioning the network as the next bottleneck enterprises must automate to scale AI deployments.
SecuritySDxCentral
Iranian state media alleges Cisco, Juniper, Fortinet, and MikroTik gear failed simultaneously during US strikes on Iranian nuclear sites, suggesting embedded backdoors. Claims remain unverified, but US officials have confirmed cyber operations preceded the strikes. The episode reignites enterprise debate over supply chain trust, firmware integrity, and vendor concentration risk.

Deep Dive

Editor's Pick

IPv6 Hits Parity With IPv4 on Google, 28 Years In

For a brief window on March 28, IPv6 carried 50% of Google's worldwide traffic, matching IPv4 for the first time. APNIC pegs global adoption at 43%, and Cloudflare clocks 40% of actual transferred traffic on IPv6. The protocol designed in 1998 is finally pulling its weight.

Necessity, not enthusiasm, did the work. The regional registries ran dry between 2011 and 2019, IPv4 addresses started trading around $50 apiece, and AWS began charging half a cent per public IPv4 per hour in 2024. Older objections about NAT complexity and header overhead have largely faded, with Facebook and Akamai both measuring IPv6 as modestly faster in real-world tests.

For enterprises, the read is straightforward. IPv4 scarcity has been a real line item in cloud bills and acquisition costs, and rising IPv6 traffic suggests that pressure should ease over time. Greenfield deployments increasingly default to dual-stack or IPv6-first, and the addressing constraints that shaped a decade of network design are loosening. Worth watching how hyperscaler pricing and the IPv4 transfer market respond from here.

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