Zhong Guo Jing Ji Wang·2026-02-06 04:27Core Viewpoint - Cisco emphasizes its commitment to the Chinese market despite geopolitical challenges and technological transformations, focusing on AI-driven networking and security to support the globalization and digital transformation of Chinese enterprises [1][3]. Group 1: Investment and Market Strategy - Cisco has been deeply investing in China for 32 years, establishing R&D centers, technology bases, supply chain centers, and global service centers that not only serve Chinese clients but also empower global operations [3]. - The Chinese R&D center is Cisco's third-largest after the U.S. and India, employing around 4,000 people, with approximately half in R&D and nearly 1,000 in the supply chain team [3]. - Cisco's business helping Chinese companies expand overseas has become a significant growth area, accounting for over 30% of its operations in China [3]. Group 2: AI and Technological Development - Cisco plans to increase investment in networking and security to support the infrastructure needed for AI advancements, ensuring that networks can handle the ongoing upgrades in AI computing power [5]. - The company believes that the diverse ecosystem in China fosters innovation in AI, contrasting with the U.S. market dominated by a few large firms [5]. - Cisco is actively promoting digital transformation among its employees through monthly AI sharing sessions, internal training, and pilot tools to enhance productivity and innovation [6]. Group 3: Future Outlook - By 2030, the importance of networking and security will further increase in the AI era, with Cisco planning to invest in quantum networking research to achieve significant advancements in performance and speed [6]. - Cisco aims to integrate security comprehensively into network environments, enabling automated detection and defense mechanisms [6]. - The company is committed to leveraging its technological advantages to assist Chinese enterprises in achieving global development and contributing to a shared future for humanity [6].