Cisco Leans on Splunk to Broaden Its Share of Enterprise AI Spending. It Faces a Big Test The tech world is abuzz with Cisco Systems, Inc. 's (NASDAQ:CSCO) latest move to expand its presence in enterprise AI spending.
The networking giant has introduced the Cisco AI POD for Splunk, marking a significant step up in its game. Cisco's success in the AI infrastructure market is not a guarantee of future growth.
Infrastructure can be exposed to competitive pricing and component cost inflation, crimping margins.