Cisco Records $4 Billion in AI Infrastructure Orders Last Quarter
Cisco is expanding its push into rack-scale AI infrastructure, moving beyond its traditional networking business into a centralized platform that links networking, security, and observability. The effort is designed to keep enterprise customers in Cisco’s ecosystem as IT complexity rises. A valuation model estimates a $132 target price after Q2 2026 revenue of $3.036 billion and projects strong growth potential.