Cisco Systems CEO Sees AI Fueling a “Networking Super Cycle”

Key Points

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• Cisco CEO Chuck Robbins says AI is driving a “networking super cycle.” He said demand is rising across hyperscalers, enterprises, sovereign clouds and public-sector customers, and Cisco lifted its AI infrastructure target to $9 billion from $5 billion.

• Security is becoming embedded in the network as agentic AI grows. Robbins argued that separate security appliances won’t be enough for AI agents operating across systems, and pointed to Cisco’s Smart Switches as a way to run security services at line speed.

• Cisco is leaning on Silicon One, optics and supply-chain control to win more AI infrastructure deals. Robbins said those advantages are central to the company’s strategy, with hyperscaler design wins in systems and optics helping expand Cisco’s addressable market.

Cisco Systems (NASDAQ:CSCO) Chairman and Chief Executive Officer Chuck Robbins said at JPMorgan’s…