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The Memory Crunch Pinches Cisco’s Profits

February 12, 2026 Timothy Prickett Morgan 1

It has taken many years for the AI boom to reach the general ledgers and balance sheets of the world’s largest original equipment manufacturers, and one might say that it has taken particularly long for Cisco Systems, the dominant supplier of switching and routing in the enterprise and traditional telco/service provider spaces as well as a respectable systems supplier with over 90,000 customers using its UCS converged server-switch platforms. …

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Silicon One: Many Cisco Chips With One Architecture Chasing Many AI Workloads

July 7, 2025 Jeffrey Burt Comments Off on Silicon One: Many Cisco Chips With One Architecture Chasing Many AI Workloads

With AI being the biggest change in IT infrastructure since the Dot Com boom, it was no surprise that at the annual Cisco Live event last month in San Diego, the focus was on AI – and particularly agentic AI – and how the networking giant differentiates itself from other infrastructure vendors when it comes to the emerging technology. …

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Cisco’s Hyperscale And Cloud AI Push Will Give It Enterprise Clout

June 12, 2025 Jeffrey Burt Comments Off on Cisco’s Hyperscale And Cloud AI Push Will Give It Enterprise Clout

Much of the business that Cisco Systems and others have been doing in the AI infrastructure field since OpenAI lit the generative AI fuse with ChatGPT in November 2022 has been deploying hardware and software with the hyperscalers, a lucrative business that led company executives to promise to sell as much as $1 billion in back-end network technology by the end of its fiscal year and then to blow past that a quarter early. …