Cisco’s New AI Networking Push Meets Pressure From Memory Shortages

Cisco’s New AI Networking Push Meets Pressure From Memory Shortages

By Simply Wall St
Publication Date: 2026-02-16 16:19:00

  • Cisco Systems (NasdaqGS:CSCO) has introduced new AI focused networking and security products, including the Silicon One G300 chip and AgenticOps for AI era operations.
  • The launch targets data center and AI infrastructure customers that are dealing with rising operational complexity.
  • The company is also addressing AI related security needs with expanded defense capabilities.
  • At the same time, Cisco is dealing with higher memory costs and a global DRAM shortage that is affecting profitability.

Cisco Systems, best known for its networking hardware and software, is leaning into AI infrastructure at a time when large enterprises and hyperscalers are rethinking how they build data centers. With the Silicon One G300 chip and AgenticOps, Cisco is aiming at high performance AI workloads and the operational challenges that come with them. For you as an investor, this puts NasdaqGS:CSCO squarely in the conversation around AI ready networks and security.

On the other side of the story,…