CSCO on BriefTechNews.comhttps://brief-tech-news.com/tags/csco/Recent content in CSCO on BriefTechNews.comHugoenCopyright &copy;2021 <br> Designed &amp; Developed by [Gethugothemes](https://gethugothemes.com/)Mon, 31 Aug 2026 18:00:00 +0000The AI-coding deal tape is one $60B outlier sitting on decade-low software M&Ahttps://brief-tech-news.com/blogs/2026-08-31-markets/Mon, 31 Aug 2026 18:00:00 +0000https://brief-tech-news.com/blogs/2026-08-31-markets/The OpenAI/Cursor cutoff forces model migration toward Anthropic and Google and away from GitHub Copilot, while Kroll data shows ex-Cursor software M&amp;A at decade lows - the AI-coding thesis keeps compressing the rest of the tape. Datadog&rsquo;s AI Costs module and $1M/month rightsizing story position it as the FinOps layer of record as the OneGov subsidy cliff hits Sept 30. Cisco&rsquo;s rack-scale win inside the Nvidia reference architecture and the PayPal bid collapse round out a busy but not thesis-changing day.