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Cisco Frames AI Networking Boom as Multi-Year Growth Cycle

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Cisco’s AI demand narrative shifts from slide decks to hardware, citing hyperscaler networking and security orders of $9.3b over the last fiscal year and about 20% growth spilling into campus and branch networking. Management calls it a multi-year growth cycle as the stock cools. Upside hinges on sustained hyperscaler orders versus risks from stalling demand and cost cuts hitting the software margin pivot.

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