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In March 2026, Atom Computing announced that it had signed a Memorandum of Understanding with Cisco to explore connecting neutral quantum computers over quantum networks, with the goal of building scalable, distributed systems by connecting Cisco’s network technology with Atom’s quantum devices.
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This partnership introduces quantum networking and distributed quantum computing as an additional technology vector for Cisco, expanding its role beyond traditional networking and security infrastructure.
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Now we’ll examine how Cisco’s quantum networking partnership with Atom Computing could impact its existing investment portfolio focused on AI infrastructure.
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To be with Cisco today, you need to believe that it can continue to transform its network into a frequent, high AI and security revenue while managing the dependence on customers of the big cloud and AI. The Atom Computing MOU is an analysis of the latest technologies, so it does not change the near-term concept of AI infrastructure orders as the main cause, or the risk of large hyperscalers adding more networks and suppressing Cisco’s hardware and software advantage.
The Atom Computing partnership aligns with Cisco’s broader focus on advanced computing and networking, which sits alongside initiatives such as its Secure AI Factory and new high-end Nexus switches. Together, these efforts support the idea that Cisco is positioning its network, silicon and storage security for emerging computer architectures, as investors remain focused on how subscription and software prices can slow cyclicality with large hardware orders.
However, despite these opportunities, Cisco’s strong reliance on a small group of hyperscale AI customers is a risk that investors should be aware of…
Read the full story at Cisco Systems (it’s free!)
Cisco Systems’ story projects $70.1 billion and revenues of $15.7 billion by 2029. This calls for annual revenue growth of 5.9% and profits of about $4.6 billion from $11.1 billion today.
Uncover whether Cisco Systems’ estimates provide a fair value of $88.81, a 14% premium to its current price.
Nine Simply Wall St’s fair value estimates for Cisco range from US$62.68 to US$88.81, which highlights how individual investors evaluate their opportunities differently. You can weigh that sentiment against Cisco’s fundamental risk that hyperscalers are overloading the network, which could affect how its AI and cloud-focused catalysts ultimately play out.
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