Cisco Bets on India, Cautious on Investments Amid Trade Tensions

With India fast becoming a leading force in tech manufacturing across the globe, Cisco Systems is betting big on its operations in the sub-continent- albeit gradually since the world economy has been shaky and increasingly volatile. Its India operations of the technology have exceeded the expectations that have led the leader of the company to reassert the strategic importance of the country in its manufacturing, research, and exports.

Cisco’s Chairman and CEO, Chuck Robbins, during his recent India visit, acknowledged the company's progress since initiating local manufacturing 18 months ago. “I think the global trade dynamics right now need to sort of get settled down so we actually can think through how it impacts our long term plans. But obviously, India is a big part of it,” Robbins said.

Now there are three products produced in India, one of which is produced solely in India now and exported worldwide. Although Robbins did not give any specific details, Cisco still considers India as a strategic center critically needed not only in manufacturing but also in the areas of engineering design and research and development.

However, broader investments are on hold due to geopolitical complexities and shifting tariffs. “We just don’t know where it’s (the tariffs) all going to land. Until we understand that, it’s very difficult to adapt your supply chain strategy…” Robbins noted. “We just need to get to clarity so we can actually respond,” he added, citing ongoing discussions with the White House.

Beyond manufacturing, Cisco is also steering investment into cybersecurity and artificial intelligence. With India’s growing demand for sovereign cloud, data localization, and AI-centric applications, the country is poised to be one of Cisco’s most pivotal growth markets over the next decade.