CiscoCSCO

NASDAQ · USA · Segment 4 of 8 in the AI & digital infrastructure value chain: Data centers

Switches and routers at a scale no other network vendor matches, plus Silicon One chips of its own design and the security business built around Splunk. AI orders from hyperscalers are the newer line.

Data centers: Servers, networking, optics and data center capacity that tie AI infrastructure together.

Key metrics

Market cap

$447B

Price

$110.23

Today

−0.7%

Return YTD

+44.2%

Return 1Y

+65.7%

P/E

37.4

P/S

7.4

P/B

9.2

Data as of 2026-08-25 · updates daily after U.S. close

Theme exposure

NetworkingCybersecurity exposureData center networkingSilicon One chipsSecurity & observability

In the value chain

Products & services

Switches & routers
Silicon One chips
Security & observability (Splunk)

Competitors

Arista
Juniper/HPE
Nvidia

Risks

Lower growth than pure AI players
Large, mature core business

Supply chain

Supplies →

MicrosoftMSFT AmazonAMZN

Full supply chain for CSCO →

Same segment: Data centers

Dell TechnologiesDELL Arista NetworksANET AmphenolAPH EquinixEQIX HPEHPE Digital RealtyDLR CoherentCOHR CienaCIEN

Compare CSCO

CSCO vs DELL CSCO vs ANET CSCO vs APH CSCO vs EQIX CSCO vs HPE CSCO vs DLR

See where Cisco sits in the full AI & digital infrastructure map: every segment from upstream suppliers to end markets, with daily metrics.Open the AI value chain →