Cisco Expands AI Vision with Two Targeted Acquisitions (NeuralFabric & EzDubs)

Cisco's dual acquisitions of NeuralFabric and EzDubs enhance its AI infrastructure, focusing on secure, flexible deployment of Small Language Models and software integration.

Cisco's dual acquisitions of NeuralFabric (AI platform) and EzDubs (AI translation) signal a strategic move toward AI-native software and services. While EzDubs improves collaboration, NeuralFabric is highly relevant to AI Data Center Networking, addressing key enterprise needs for the secure and flexible deployment of Small Language Models (SLMs) on proprietary data. This move reinforces Cisco's position as a major player in AI infrastructure solutions, justifying the demand for its high-performance network hardware and targeting the long-term AI infrastructure market. The acquisitions pose minimal immediate supply chain risk but confirm that future growth will be driven by high-value software integration.