⚡ Register AI order from <a>Cisco</a> has become more serious
Cisco’s AI infrastructure orders jumped to $9.3 billion in fiscal year 2026, up from about $2 billion the previous year.
This is a dramatic acceleration.
The company now expects around $7.5 billion in AI infrastructure revenues in fiscal year 2027.
However, the stock’s immediate reaction was negative.
Why?
Because the market is moving from the first phase of the AI story—"Are there orders?"—to the next phase:
"How profitable and sustainable are the orders?"
This is the question Cisco now has to answer.
Follow up, please
$BTC $ETH $BNB
#ciscosharesfalldespitebeatandraise
Cisco’s AI infrastructure orders jumped to $9.3 billion in fiscal year 2026, up from about $2 billion the previous year.
This is a dramatic acceleration.
The company now expects around $7.5 billion in AI infrastructure revenues in fiscal year 2027.
However, the stock’s immediate reaction was negative.
Why?
Because the market is moving from the first phase of the AI story—"Are there orders?"—to the next phase:
"How profitable and sustainable are the orders?"
This is the question Cisco now has to answer.
Follow up, please
$BTC $ETH $BNB
#ciscosharesfalldespitebeatandraise