Ge Long Hui A P P·2026-02-12 00:12Core Viewpoint - Cisco, as the world's largest manufacturer of computer networking and internet equipment, has released an optimistic earnings forecast for the upcoming quarter, indicating strong demand from clients building artificial intelligence systems [1] Group 1: Earnings Forecast - For the fiscal quarter ending in April, Cisco expects revenue to reach between $15.4 billion and $15.6 billion, surpassing Wall Street's average expectation of $15.2 billion [1] - The company is adjusting its chips and networking equipment to handle the massive data required by artificial intelligence data centers [1] Group 2: Market Demand - Analyst Woo Jin Ho noted that artificial intelligence remains a strong sales growth driver, with large data center operators continuing to expand their AI infrastructure deployments, thereby increasing demand for higher-capacity networks [1] - Cisco's stock price increased by 30% last year, reflecting positive market sentiment [1]