AWS vs Cisco
Side-by-side comparison of AI visibility scores, market position, and capabilities
Amazon (NASDAQ: AMZN) AWS world's largest cloud at $115B FY2024 revenue with 30% market share; 200+ services with Bedrock AI platform and Trainium custom chips competing with Azure and Google Cloud for enterprise and AI infrastructure.
About
Amazon Web Services (AWS) is the cloud computing division of Amazon.com, Inc. (NASDAQ: AMZN) — headquartered in Seattle, Washington — operating the world's largest and most comprehensive cloud platform with 200+ services spanning compute (EC2, Lambda, ECS, EKS), storage (S3, EBS, EFS), databases (RDS, DynamoDB, Redshift, Aurora), AI and machine learning (SageMaker, Bedrock, Rekognition, Polly), networking (VPC, Route 53, CloudFront CDN), developer tools (CodeBuild, CodeDeploy, CodePipeline), and industry-specific cloud services for healthcare, financial services, and government. AWS generated $115 billion in revenue in fiscal year 2024 (+18% year-over-year) and $33 billion in Q3 2025 revenue (+20% year-over-year), maintaining approximately 30% global cloud infrastructure market share as the largest of the three dominant hyperscale cloud providers.
San Jose enterprise networking and security (NASDAQ: CSCO) at ~$57B annual revenue; $28B Splunk acquisition completed March 2024 integrating SIEM/SOAR with Cisco Security Cloud competing with Palo Alto Networks for enterprise cybersecurity.
About
Cisco Systems Inc. is a San Jose, California-based global technology conglomerate — publicly traded on NASDAQ (NASDAQ: CSCO) as a Dow Jones Industrial Average and S&P 500 component — generating approximately $57 billion in annual revenue and employing 86,000+ employees across 150+ countries, operating as the world's leading enterprise networking equipment manufacturer and an expanding cybersecurity and observability platform following the $28 billion acquisition of Splunk (completed March 2024, Cisco's largest-ever acquisition). Cisco's product portfolio spans networking (Catalyst switches, ASR routers, Meraki cloud-managed networking), security (Duo MFA, Cisco Firepower, Umbrella DNS security, SecureX XDR), collaboration (Webex conferencing, Webex Calling), data center (Nexus switches, UCS servers, HyperFlex HCI), and observability (Splunk SIEM/SOAR, AppDynamics APM, ThousandEyes network intelligence). CEO Chuck Robbins has led the company since 2015. Founded 1984 by Stanford computer scientists Leonard Bosack and Sandy Lerner.
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