By Yahoo Finance Video
Publication Date: 2026-05-14 13:52:00
00:00 Brian
What are your thoughts on it? Because if we would have had this conversation three three days ago, I don’t think anybody was looking for this quarter from Cisco.
00:08 Kevin
No, I think Cisco is clearly benefiting from the surge in AI infrastructure spend, and they’re leaning more and more into their AI data center networking solutions. and they’re wise to. That’s why we’ve seen their potential sales as it relates to AI data center solutions potentially reach $9 billion as you correctly point out, Brian, by the end of this year.
00:39 Kevin
Is that sustainable? No, but for the next two to three years, they’re going to clearly benefit from it and that’s why we’re seeing the surgeon and their stock prices. What it also showed me was clearly they employ a lot of employees because if 4 to 5% of their staff is being cut, that means they had 80,000 employees. Perhaps they were a little bit bloated to begin with.
01:06 Brian
Yeah,…
