India's AI Factory Bet, Cisco's Record Year, and Australia's Teen Account Purge

About this episode

L&T wins $1B+ contract to build India's largest GPU cluster for Together AI in Chennai, Cisco reports record FY2026 with $9.3B in AI orders but shares drop on margin fears, Meta removes 756K Australian teen accounts under world-first social media age ban

Chapters

Sources & Citations

L&T Official Press Release: Larsen & Toubro Secures Mega Order as Part of Strategic Partnership with Together AI

www.larsentoubro.com

NDTV: L&T Bags Rs 10,000-Crore Order to Build India's Largest AI Factory in Chennai

www.ndtv.com

The Economic Times: L&T Bags Mega ₹10,000–15,000 Crore Order to Build India's Largest NVIDIA B300 AI Factory

economictimes.indiatimes.com

TechTimes: L&T Deploys India's First 10,000-GPU Unified AI Cluster for Together AI in Chennai

www.techtimes.com

Cisco Investor Relations – Q4 & FY2026 Earnings Release

investor.cisco.com

Cisco Reports Fourth Quarter and Fiscal Year 2026 Earnings (PR Newswire)

www.prnewswire.com

Cisco Drops 7% on Gross Margin Fears: Five Firms Raise CSCO Price Target Anyway – 24/7 Wall St.

247wallst.com

Chuck Robbins Says AI Is Fueling a "Networking Supercycle" – The Motley Fool

www.fool.com

Meta says it has taken down 756,000 Australian teen accounts as ban enforcement looms | Reuters

www.reuters.com

Meta's Compliance with Australia's Social Media Ban (Meta Newsroom)

about.fb.com

Australia to double penalties for platforms in breach of social media ban | BBC News

www.bbc.com

Social media age restrictions | eSafety Commissioner

www.esafety.gov.au