Cisco Rides AI Boom With $2B Orders: Can It Sustain the Growth Curve?

Key Takeaways Cisco topped $2B in AI orders for fiscal 2025, doubling its initial $1B target.AI demand drives adoption of Cisco's Ethernet, Silicon One and NVIDIA partnerships.Software and subscriptions now form 54% of Cisco's revenues, improving margins.Cisco Systems (CSCO) is riding high on the AI infrastructure boom, with AI-related orders crossing $2 billion in fiscal 2025 — twice its initial $1 billion target. In the fourth quarter alone, orders topped $800 million, up from $600 million in the prior qu ...