Cisco's core business is building and selling enterprise, cloud-provider, carrier, and data-center networking equipment, including high-end routers, aggregation equipment, and modular switches.
The incumbent networking vendor turned second hyperscale AI switching supplier (Silicon One silicon, Nexus systems, optics); slower than Arista but now booking multi-billion hyperscaler AI orders.
120 signals name Cisco. Members see all of them, filtered by topic, source and date.
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Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.
The segment's suppliers, constraints and risers, for members.
Cisco's core business is building and selling enterprise, cloud-provider, carrier, and data-center networking equipment, including high-end routers, aggregation equipment, and modular switches. The incumbent networking vendor turned second hyperscale AI switching supplier (Silicon One silicon, Nexus systems, optics); slower than Arista but now booking multi-billion hyperscaler AI orders.
Cisco ranks 51 of 100 on the AI Infra 100 (November 2026 edition) with a score of 90 out of 100, in Switching & NICs (Networking & interconnect). Assessment by Frontier Tech Intelligence.
Arista Networks (rank 21).
Cisco is based in San Jose, California, United States.
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