Cisco Sees Surge in Data-Center Networking Orders on AI Build-Outs
Teradyne is gaining from accelerating AI-driven data-center investment that is expanding demand for semiconductor test and related automated equipment, including areas tied to Cisco. Cisco Systems reported data-center networking orders growing more than 35% year over year in fourth-quarter fiscal 2026, as AI infrastructure build-outs boost compute, networking, and memory demand.