Cisco's rapid shift to AI (including the horrible $28 billion Splunk buy) is a warning to Cisco's customers and partners.
Cisco has decided to sell AI in order to reduce headcount at both partner and customer businesses. AI agents and automated workflows mean LRs. Reduced headcount equates to reduced switchport count, reduced wifi access point count, reduced router count, reduced Webex licenses and ultimately reduced security and AI datacenter products. all of these products served people. less people equals less cisco
Its a race to the bottom and Cisco is in the lead.
Why buy cisco networking for AI when Nvidia sells a superior product? HP, Dell, Amazon, Microsoft all sell a better product. Cisco simply sells Nvidia and makes next to nothing.
remember that Cisco-Nvidia partnership? its all marketing fluff
https://www.nvidia.com/en-us/data-center/products/ai-enterprise/
no one is buying this stuff.