【Bullish on $CSCO 】Cisco beats earnings expectations, says AI infrastructure revenue will double this fiscal year
Cisco missed the first few years of the AI boom, but its latest earnings report sent a strong signal: AI infrastructure revenue is set to double this year, showing that it is turning customer demand into real orders.
The logic is that AI data center construction is still expanding, and networking equipment is essential. Cisco’s growth outlook is opening up again. This could also boost sentiment around networking equipment peers such as $ANET , showing that demand for AI infrastructure is not limited to chips.
#思科 #AI基础设施 #USStocksEarnings
Cisco missed the first few years of the AI boom, but its latest earnings report sent a strong signal: AI infrastructure revenue is set to double this year, showing that it is turning customer demand into real orders.
The logic is that AI data center construction is still expanding, and networking equipment is essential. Cisco’s growth outlook is opening up again. This could also boost sentiment around networking equipment peers such as $ANET , showing that demand for AI infrastructure is not limited to chips.
#思科 #AI基础设施 #USStocksEarnings
