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Cisco Rides on AI: Can the Stock Stay Secure in the AI Threat Era?
CSCOCisco Systems(CSCO) ZACKS·2025-06-09 16:06

Key Takeaways CSCO's AI infrastructure momentum is led by webscale clients, topping 1Binordersyeartodate.Cisco′sAIDefenseandNVIDIApartnershipaimtoprotectAImodelsandcentralizeriskgovernance.HPEandANETarerapidlygaininggroundwithAIserversales,agileplatformsandenterprisedemand.CiscoSystems(CSCO)isgainingmomentuminAIinfrastructure,withthird−quarterfiscal2025AIinfrastructureorderssurpassing1B in orders year to date. Cisco's AI Defense and NVIDIA partnership aim to protect AI models and centralize risk governance. HPE and ANET are rapidly gaining ground with AI server sales, agile platforms and enterprise demand.Cisco Systems (CSCO) is gaining momentum in AI infrastructure, with third-quarter fiscal 2025 AI infrastructure orders surpassing 600 million amid strong traction from webscale clients. Year to date ...