Cisco is reportedly the lead candidate to acquire AI-focused cybersecurity firm SentinelOne. This potential deal follows Cisco’s recent major acquisition of Splunk amid a broader trend of industry consolidation.

The acquisition would fill a strategic gap in Cisco’s security division, which has experienced slower growth than its networking business. SentinelOne maintains a FedRAMP High authorization, providing a critical advantage for securing U.S. federal agency contracts.

The reports surface as Cisco expands its data center and sovereign cloud infrastructure in Italy and Bahrain. This regional growth across Europe and the Middle East increases the demand for integrated security solutions. Neither company has officially commented on the speculation.