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Cisco Sees Surge in Data-Center Networking Orders on AI Build-Outs

Teradyne logoTeradyne
Sig3.15Sen+6.68Env0.00Soc0.00Gov0.00
Cisco logoCisco
Sig2.30Sen+4.60Env0.00Soc0.00Gov0.00
Vertiv Holdings logoVertiv Holdings
Sig1.25Sen+2.40Env0.00Soc0.00Gov0.00

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.

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