CSCO · News · 20261021N

AI Networking Market Demand

CISCO SYSTEMS, INC. · 2026-10-21 · Importance 23 · Surprise 64

The global AI-in-networking market is projected to increase from $8.38 billion in 2026 to $21.52 billion by 2032, representing a 17.0% CAGR. Demand is being driven by AI-powered network automation, 5G, edge computing, cloud infrastructure and IoT adoption. The report identifies telecom operators, enterprises, data centers and public-sector organizations as key end markets, and lists Cisco alongside Nokia, Ericsson and NVIDIA among 35 profiled companies.

Key facts

• Sowell Financial Services LLC sold 13,663 shares of Cisco in the third quarter, reducing its stake by 11.5%. source
• Robeco Institutional Asset Management B.V. acquired an additional 60,748 shares of Cisco Systems, increasing its stake by 1.1%. source
• Sawyer & Company Inc purchased 49,392 shares of Cisco valued at approximately $5.3 million, representing 1.8% of their portfolio. source
• Seeking Alpha reported Cisco is 'benefiting from strong AI orders for its Silicon One series, driving networking market share growth.' source
• Robeco Institutional Asset Management B.V.'s total holdings in Cisco are 5.53 million shares valued at approximately $594.9 million. source
• After the sale, Sowell Financial Services LLC retained 104,880 shares of Cisco valued at approximately $11.3 million. source
• Institutional investors collectively own 73.33% of Cisco. source
• Cisco is among 35 companies profiled in the 'AI in Network Market: Global Forecast to 2032' report. source