Cisco Is Too Late To Become A Big AI Winner
https://seekingalpha.com/article/4724424-cisco-is-too-late-to-become-a-big-ai-winner
10 replies (most recent on top)
The SeekingAlpha article did not even mention the $28 Billion Cisco just threw in the AI toilet with the Splunk acquisition.
They overspent and are late to the game.
Nobody's gonna buy a Cisco AI Server
Nobody's gonna buy Cisco for the AI Datacenter
@1zfl+1uM4W6Bz “Invited” ??
cisco should stay the f—k away from AI. anything they touch turns to dust. the cisco titanic is sinking
Cisco leadership said Internet was bubble, Cloud was bubble, Big data was bubble and now saying AIML is bubble then why invest 1B dollar ?
Is Cisco going to create their own LLMs or become MaaS (model as a service) ?
Silicone one is a big flop and all CX/PX offerings are flop.
AppD, Sci Atlanta.......list goes on ...are flops :)
Cisco ELT has a lot of AI going for them. Their artificial intelligence
Arista not only started 8 years after the peak frenzy part of the dot.com bubble but in 2008 during "The Great Recession" and they're a significant player who is growing fast. Time isn't Cisco's problem, it's a complete lack of both technical and managerial leadership.
lol. Cisco and AI? that's a joke. it would be more like artificially inflated, just like how the leads inflate their charts and show as if all is green always. with the kind of so called leadership, nothing can be done there.
They said the internet was a bubble as well. It just took 15 years to figure out how to monetize it.
AI is a bubble. Probably a good thing to be too late.
Too late? We aren't a technology. Who would be developing all these products internally?