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Will Cisco's Focus on Web-Scale Clients Bring More AI Deals?
ZACKSยท 2025-07-22 15:00
Key Takeaways Cisco secured $600M in AI infrastructure orders in Q3, topping its $1B annual goal ahead of schedule. Web-scale customers drove triple-digit order growth, boosting demand for Cisco's AI-ready hardware. Partnerships with NVIDIA, Microsoft and others strengthen Cisco's AI data center expansion plans.Cisco Systems (CSCO) is intensifying its focus on web-scale clients as part of its strategy to accelerate AI infrastructure growth and capture the booming AI infrastructure market.In the third quar ...