Cisco Expands AI Networking And Security While Managing Supply Chain Strains
· Source: business-standard.com
In short
Cisco Systems has launched new AI-driven networking, security, and IT operations products, including agentic AI defenses and updates to its Silicon One portfolio, while expanding through acquisitions and a partnership with HCLTech. The company faces supply chain challenges including a DRAM shortage that could affect product availability and margins, even as it targets growth in AI infrastructure against competitors like Juniper Networks and Arista Networks. Cisco's Q2 FY2026 results showed revenue of US$15.3b and net income of US$3.2b, with ongoing capital returns through dividends and buybacks.
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In the issue of week 8, 2026: Agentic AI and Automation Drive 20%+ Gains in Supply Chain Execution
Tags: supply-chain, networking, security, automation, forecasting, logistics