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.
