Inside Cisco’s Makeover: Targeting AI With Deeper Stack Integration

With Cisco’s share price riding the AI wave to new all-time highs, it’s clear the company has been effective at positioning itself for growth and success in the AI era. What’s next?

Cisco is ready for the agentic AI era, with a portfolio that spans networking infrastructure, cybersecurity, observability, and collaboration tools. It’s more diverse than some direct AI plays, and it now has the benefit of an enterprise networking refresh cycle, which enjoys the tailwind of AI but is not dependent on it.

This was reflected well at the Cisco Live conference last week, as Cisco executives framed launches of new AI infrastructure products as a demonstration of the company’s successful transformation. At the same time, leaders outlined cautions about the AI boom, saying the company has…