人工智能网络基础设施
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思科业绩展望平淡 投资者期待AI驱动未获满足
Ge Long Hui A P P· 2025-08-14 01:03
Core Viewpoint - Cisco's moderate forecast for the current fiscal year has disappointed investors who were expecting significant growth from artificial intelligence data center projects [1] Financial Performance - Cisco projects fiscal year sales between $59 billion and $60 billion, which is in line with Wall Street's expectation of $59.5 billion but below some analysts' previous expectations of exceeding $61 billion [1] Market Trends - Cisco is attempting to capitalize on the AI spending boom, reporting AI network infrastructure orders exceeding $800 million, up from $600 million in the previous quarter [1] - The demand for Ethernet network upgrades is being driven by cloud companies building new AI-centric data centers [1]