AI Index / Cisco Systems, Inc.
Cisco Systems, Inc. (CSCO)
Networking giant Cisco Systems' recent innovations in AI include Hypershield for cybersecurity and Ethernet AI fabric for webscale customers. In 2024, Cisco crossed $1 billion in AI orders with web scale customers. Focused on expanding AI infrastructure and networking, the company is integrating its product portfolio to enhance AI capabilitie -- including security solutions like Hypershield and hyperfabric for AI. The company's restructuring plan emphasizes reallocating resources to prioritize AI, cloud, and cybersecurity investments.
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Location: US
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Market Cap: $250.8B
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https://www.cisco.com
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Importantly, our AI infrastructure orders with webscalers in Q2 surpassed $350 million, bringing our year-to-date total to approximately $700 million, and we are on track to exceed $1 billion of AI infrastructure orders in fiscal year '25.
- Chuck Robbins
Quotes from cisco Executives About Artificial Intelligence and Generative AI
Public Sector orders were up 13% with growth in all geographies, as governments around the world turn to Cisco as their trusted end-to-end partner, particularly as they develop and deploy sovereign AI clouds to digitally transform government services.
- Chuck Robbins
In Q2, we signed several AI System deals where customers bought our integrated systems including Nexus, UCS and additional solutions to power the AI applications they are deploying today.
- Chuck Robbins
...our recently launched Cisco AI POD product... is beginning to gain early traction, making it easier for partners to sell and customers to deploy AI infrastructure.
- Chuck Robbins
...we rolled out Splunk on Azure, Splunk Federated Analytics, and AI Assistant for Splunk Observability.
- Chuck Robbins
In a major launch last month, we unveiled AI Defense... purpose-built for enterprises to develop, deploy and secure AI applications with confidence.
- Chuck Robbins
AI Security is top-of-mind for our customers... reinforcing that the battle for AI leadership will be on a global playing field...
- Chuck Robbins
At Cisco Live EMEA this week,... We also introduced Agile Services Networking... incorporating optics,... as they evolve their infrastructure...
- Chuck Robbins
We frame the Cisco AI opportunity in three distinct but connected pillars. First,... Second,... And third...
- Chuck Robbins