The big AI companies have been talking for two years about their plans to build huge data centers worth trillions of dollars. Any sensible person could understand that they would empty all inventory of computing components, memory and data storage. Cisco did nothing about this and woke up in complete panic only about two months ago. The trust and confidence of partners in Cisco is in a state of collapse and the long-term damage is enormous.
5 replies (most recent on top)
Cisco has 22% of data center switching market ! Cisco has gained recently in Ethernet and data center market.
Nvidia is taking taking over the market soon with their own solutions. Arista is flat.
Cisco needs to execute well and acquire good technologies to stay ahead in the market.
@g9 absolutely, Cisco basically just gets a contact-high from being downwind from the big foundational model players. Zero actual leadership.
Cisco plays no part in these huge AI DC projects. Another tech shift completely missed by the pathetic ELT and senior management asleep at the wheel.
Liz, will be discussing this AI breakthrough moment with G2 during the next Christmas mandatory shutdown. This shutdown is an excellent strategy and so successful, that it will be extended into all manufacturing facilities monthly, including datacenters. Cost savings on A/C power, will drive accelerated growth and share buy back opportunities .....
Please..continue