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: $267.6B
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https://www.cisco.com
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According to our survey of IT networking leaders, 97% of businesses believe they need to upgrade their networks to successfully deploy AI.
- Charles H. Robbins
Quotes from cisco Executives About Artificial Intelligence and Generative AI
As we move into the next phase of AI with agents autonomously conducting tasks alongside humans, the capacity requirements of the network will be compounded to accommodate both unprecedented levels of network traffic and an increasing threat landscape.
- Charles H. Robbins
Having refreshed almost our entire product portfolio with industry-leading networking systems powered by Silicon One, AI native security solutions and software operating systems, Cisco is well positioned to provide the critical infrastructure needed for the AI era.
- Charles H. Robbins
Our expanding partnership with NVIDIA also positions us to deliver on these new demands with completed integrations of Cisco Nexus switches with NVIDIA’s Spectrum-X architecture, offering low latency, high-speed networking for AI clusters.
- Charles H. Robbins
We believe Cisco will be a core system provider for these significant AI training and inference cluster build-outs and integral to their development and eventual hyperscaling.
- Charles H. Robbins
As we look holistically at the AI opportunity for Cisco, we frame it into three distinct but connected pillars. First, AI training infrastructure for webscale customers. Second, AI inference and enterprise clouds. Third, AI network connectivity.
- Charles H. Robbins
We continue to use GenAI and Agentic systems across our customer experience organization with things like services as code and AI agents for in-product support, renewals and adoption.
- Charles H. Robbins
Today, over 2/3 of support cases are touched by AI and automation, which increases the proportion of complex cases we can solve within one day.
- Charles H. Robbins