Can Cisco (NASDAQ:CSCO) Keep Its AI Networking Momentum?

Highlights

• The most closely watched line in the release was the order book from the largest cloud providers.
• The category covers switching, routing, wireless and the data centre systems that sit at the heart of the AI story.
• The steady dividend gives the shares a steady-payout character that sits alongside the growth narrative around AI networking, although the company does not promise that either will continue unchanged.

Cisco has not yet confirmed a date on the pages checked for this article, but its fiscal calendar points to a report in the middle of November, and the stock is therefore being read against the last set of reported figures and guidance. The report is also a useful window into how a veteran hardware and software supplier is positioning itself as a supplier of the plumbing behind artificial intelligence. The headline attraction was demand from the largest cloud operators. Cisco