MarketWatch
The old new thing: Cisco and retro tech are back and forming the AI buildout’s backbone
Saturday, September 19, 2026
Cisco Systems has increased its market focus on networking equipment as companies build out artificial intelligence infrastructure, according to industry analysts. The networking company's products, which saw reduced demand in previous decades, are now central to data center expansions required for AI systems. Cisco's revenue from infrastructure software and related services grew as enterprises invested in upgraded networking capabilities to support AI workloads. The company's networking technology has become a key component in the hardware foundation underlying current AI deployment projects.
