By Simply Wall St
Publication Date: 2026-04-19 03:08:00
Cisco Systems has recently been reported to be in talks to acquire Israeli cybersecurity firm Astrix Security for about US$250 million to US$300 million, while also joining high-profile initiatives like Project Glasswing and industry efforts such as the UALink Consortium’s new AI infrastructure specifications.
These moves highlight how Cisco is deepening its role at the intersection of AI, networking, and cybersecurity, while tying into Anthropic-linked ecosystems through both Astrix’s investor base and the Glasswing collaboration.
We’ll now examine how Cisco’s deeper involvement in AI security through Project Glasswing could influence its existing investment narrative.
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Cisco’s investment case still rests on it being a core supplier of networking, security and software as AI data centers and enterprise networks expand. The…
