News AMD’s Lisa Su Leaves Cisco Board of Directors

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In addition, AMD recently launched its EPYC 8000-series 'Siena' processors that target communications and edge servers, thus also encroaching on Cisco's offerings.
Is that really a competitive offering? Does Cisco make its own, equivalent CPUs that it either sells or internally uses in such products?

FWIW, I'm surprised she has the time even to attend the Cisco board meetings or give it any mindshare. The only way it makes any sense to me is if she tried to leverage it for the strategic benefit of AMD, although she'd certainly still have to be acting in the interest of AMD.
 
Anyone know how her departure will affect Cisco's operations?
Eh, I'm not sure board members do a whole lot. Especially ones with as much on their plates as her. At best, the can provide valuable advice and an important check on management. At worst, they're just a rubber stamp. That said, I'm hardly expert on the matter, so you should probably keep looking for answer to your question.
 
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Is that really a competitive offering? Does Cisco make its own, equivalent CPUs that it either sells or internally uses in such products?

FWIW, I'm surprised she has the time even to attend the Cisco board meetings or give it any mindshare. The only way it makes any sense to me is if she tried to leverage it for the strategic benefit of AMD, although she'd certainly still have to be acting in the interest of AMD.
As far as I know, Cisco uses Intel exclusively in its networking products. The heart of their firewalls and higher end switches and routers use Intel CPUs for the management plane. So, if anything Cisco come become a customer of AMD's at that level.

They also produce various servers similar to Dell or HPE that only just recently started offering an AMD option.

Now with the acquisition of Pensando things get a bit murky, because John Chambers is the CEO there. The same John Chambers that headed up Cisco for so many years. So, there are undoubtedly many angles to consider there.
 
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