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Cisco do not have real ai strategy . Routers are routers. Even their ai factory is yet another box just with label nvidia on it . No major investment needed. A
by maxdo 5mo ago
Cisco do not have real ai strategy . Routers are routers. Even their ai factory is yet another box just with label nvidia on it . No major investment needed.
All that observability tooling around is only benefiting ai wave . They can vibe re-write everything .
- siren2026 5mo agoAt this point Cisco is a conglomerate that does everything and nothing. They own so many different verticals that even people working there don't really know what cisco fully does anymore. But I agree though, this is an artificial stock pump because of the rush for picks and shovels.
- forgotusername6 5mo agoThe real question is did the hardware stores back in the day care that the miners were digging for gold?
- AndyMcConachie 5mo agoAs someone who was impacted by Cisco's first ever round of layoffs, I can say with confidence that your statement was also true 25 years ago.
- kotaKat 5mo agoWaiting for them to put AI into the Smart Licensing on my routers. I guess when they said "insert token" they meant "insert quarter" and by "insert quarter" they meant "insert your entire fiscal quarter".