Cisco’s Silicon One G300 Debut
According to Cisco, “Cisco Announces New Silicon One G300, Advanced Systems and Optics to Power and Scale AI Data Centers for the Agentic Era”, the 102.4Tbps switch and new N9000/8000 systems aim to cut job times and make the network CRITICAL for hyperscale AI. [Cisco](https://newsroom.cisco.com/c/r/newsroom/en/us/a/y2026/m02/cisco-announces-new-silicon-one-g300.html)
Alphabet’s $20B Bond Spree
According to Bloomberg, “Alphabet 100-Year Bond Gets Most Demand in Sterling Sale”, the Google parent raised $20 billion in US bonds and launched ultra‑long sterling and Swiss‑franc tranches—investor demand dwarfed supply as firms tap debt to fund AI *DEBT* buildouts. [Bloomberg](https://www.bloomberg.com/news/articles/2026-02-10/alphabet-s-100-year-bond-gets-highest-demand-in-sterling-sale)
Macron Warns on EU‑US Tech Tensions
According to the Financial Times, “EU-US tensions over Greenland and tech are far from over, says Emmanuel Macron”, the French president urged a European industrial push and warned that digital regulation and data SOVEREIGNTY disputes with the US could intensify this year. [Financial Times](https://www.ft.com/content/b5b248a4-c83b-45d9-b676-2dd2ee12597c)
Yields: According to Bloomberg, “Stock Rally Stalls as Bonds Climb on Retail Sales: Markets Wrap” — weaker-than-expected U.S. retail sales sent 10‑year Treasury yields lower, lifting bond prices and raising market odds of multiple Fed rate cuts in 2026, even as equities hovered near record highs ahead of key jobs and inflation reports. [Bloomberg](https://www.bloomberg.com/news/articles/2026-02-09/stock-market-today-dow-s-p-live-updates)
Mortgage: According to The Washington Post, “Trump wants lower mortgage rates. His Fed pick may push the other way.” — nominee Kevin Warsh’s critique of the Fed’s $6.6 trillion balance sheet suggests shrinking assets could lift long‑term borrowing costs, creating tension with the administration’s pledge to lower mortgage rates. [Washington Post](https://www.washingtonpost.com/business/2026/02/10/kevin-warsh-fed-balance-sheet/)
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