Cisco booked $9.3B in hyperscale AI orders, 4.5x YoY, and is betting on agent security
shashib · x · 2026-11-10
Cisco booked $9.3 billion in hyperscale AI infrastructure orders in fiscal 2026, about 4.5x the prior year, mostly via existing cloud customers. The author maps Cisco's agent-security push through three acquisitions: Galileo (live as Splunk Agent Observability), Astrix Security (slated for Identity Intelligence, Secure Access, Duo), and WideField Security (slated for Splunk). Only Galileo ships today. Teams evaluating agent-oversight vendors this quarter should ask Cisco for committed ship dates on Astrix/WideField capabilities and whether agent oversight requires Splunk or works with an existing SIEM.
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