Cisco’s $7.5bn bet on the AI networking supercycle
Cisco's Chuck Robbins points to a networking supercycle in AI spending, backing it with a $7.5bn FY2027 hyperscale revenue guide.
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Cisco AI supercycle earnings set records, but shares fall
Cisco AI supercycle earnings beat estimates with record Q4 and FY2026 numbers, but CSCO stock fell nearly 4% as investors priced in perfection.
