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AI Sector Analysis: September 9, 2025

Cisco, Qualcomm Push AI Into Enterprise Infrastructure as Cognition AI Hits $10.2B Valuation, California Lawmakers Advance Landmark Safety Bill

Olivia Sharp 23 min read 233 views
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The artificial intelligence sector saw major moves on Sep 8, 2025, to embed AI into core business and industrial infrastructure, highlighted by product launches from Cisco and a Qualcomm-Google Cloud partnership. Venture capital continued to flood into AI agentic startups, with Cognition AI raising roughly $400 million at a $10.2 billion valuation, while California lawmakers advanced a first-of-its-kind AI safety and disclosure bill.

The artificial intelligence sector saw major moves on Sep 8, 2025, to embed AI into core business and industrial infrastructure, highlighted by product launches from Cisco and a Qualcomm-Google Cloud partnership. Venture capital continued to flood into AI agentic startups, with Cognition AI raising roughly $400 million at a $10.2 billion valuation, while California lawmakers advanced a first-of-its-kind AI safety and disclosure bill.

Key developments

  • Cisco announced its Data Fabric architecture and a Splunk integration with Snowflake, aiming to unify enterprise data for AI applications, according to company press releases.

  • AI coding startup Cognition AI …

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