By Brian Sozzi
Publication Date: 2026-06-03 14:49:00
The market has finally woken up to the reality that in order to get the most out of the artificial intelligence boom, you have to have the infrastructure in place to pull it all together.
And that has networking leader Cisco (CSCO) back in favor on the stock charts.
“Infrastructure is definitely cool,” Cisco CEO Chuck Robbins said on Yahoo Finance’s Opening Bid (video above) from the company’s Cisco Live conference.
“Everything that’s happened over the years has always required high-performance infrastructure,” Robbins added. “I think to some extent, along the way, we forgot about it because it just works. But building the silicon, building the optics, all the underlying technology that allows the global economy to operate candidly on a daily basis, as long as everything’s working, people don’t think about it very much. I think now with these massive build-outs to train the models to provide inferencing, telecom providers building out their…
