Cisco Systems → Microsoft

As of 2026-09-05, Cisco Systems is a tracked supplier of Microsoft. Cisco Systems is a major in AI & Data Center (headquartered in United States); Microsoft is a niche in Design (Fabless) (headquartered in United States). Cisco Systems has 1 tracked customer; Microsoft has 80 tracked suppliers.

Data as of 2026-09-05 · relationship type: tracked supplier → customer · both names resolve in companies.json · no dollar amount is shown unless it already sits on a company record, and none is invented here

Why this edge matters

Cisco Systems (major in AI & Data Center) is a tracked supplier of Microsoft (niche in Design (Fabless)). Networking giant supplying AI data-center switching and silicon. Designs Maia AI accelerators and Cobalt server CPUs for Azure. The edge is one of 80 tracked suppliers of Microsoft and one of 1 tracked customer of Cisco Systems.

Source: derived from both company records and the counted edges.

Concentration / risk note

Cisco Systems has only 1 tracked customer in this dataset. Demand-side concentration is high.

Basis: few customers. Omitted on edges where the graph does not back a concentration claim.

The two companies

Cisco Systems (supplier)

Networking giant supplying AI data-center switching and silicon.

Microsoft (customer)

Designs Maia AI accelerators and Cobalt server CPUs for Azure.

Other tracked suppliers of Microsoft

Cite as: wafergraph, “Cisco Systems → Microsoft — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/cisco/microsoft/ (data as of 2026-09-05).

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