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Datacenters & Chips · first seen 12 November 2026, 21:12 UTC

Cisco lifts revenue forecast on strong AI networking demand

Cisco's guidance shows AI networking, not just GPUs, is driving datacenter capex.

Cisco raised its annual revenue forecast on strong AI networking demand and beat earnings estimates, saying AI infrastructure revenue will double this fiscal year.

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Coverage: 6 sources, in order

  1. CNA Read the article →
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  3. Bloomberg Read the article →
  4. CNBC Read the article →
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