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Cisco CEO Rejects AI Bubble Concerns as Revenue Grows 15%

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Cisco CEO Chuck Robbins pushed back on AI bubble concerns, framing AI networking as a multi-year buildout. The company reported 15% quarterly revenue growth versus 9% consensus, with telco orders up over 30%. Robbins cited a structural traffic shift, with data center-to-data center connectivity 14x higher in the AI era, and said hyperscalers allocate about 13–14% of capex to Cisco’s addressable market, targeting $7.5B in AI revenue by fiscal 2027.

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