capital · May 18, 2026
Cisco CEO Discusses Critical Infrastructure for the AI Era in Earnings Beat
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Cisco CEO discussed critical infrastructure for the AI era during earnings that beat expectations and sent shares to record highs. In March 2024, Cisco closed its $28 billion all-cash acquisition of Splunk, anchoring its security strategy. Cisco unveiled Hypershield in 2024 as an AI-native architecture embedding protection across networks, servers, and clouds. Cisco CEO addressed Splunk integration in the context of AI infrastructure.
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