AI trends usurp supply chain, order backlog challenges for networking vendors
The heavy buzz around all things AI got louder in networking players financial reports this quarter despite the fact that little of the technology has had actual financial impact on most vendors bottom line and supply chain and backlog challenges are still more immediate.
Most vendors, including Cisco, Arista, Juniper, Extreme, HPE’s Aruba and others report that they are indeed shipping more products, thanks to multi-month efforts that include significant product redesigns and relentless labors by their supply-chain teams to address component shortages, but the situation is still challenging with some enterprise customers still facing order delays.