Networking vendors highlight AI opportunities as order backlog challenges begin to subside
The heavy buzz around all things AI got louder in the financial reports of networking vendors this quarter, even though AI hasn’t made a significant impact on most vendors’ financial performance and supply chain challenges remain a more immediate concern.
Vendors such as Cisco, Arista, Juniper, Extreme and HPE’s Aruba report that they are shipping more products, thanks to multi-month efforts that include significant product redesigns and relentless efforts by their supply-chain teams to address component shortages. But the situation is still challenging, and some enterprise customers still face order delays.