By Usman Kabir
Publication Date: 2026-04-20 21:01:00
We just covered the 12 Best AI Data Center Stocks to Buy Right Now and Cisco Systems, Inc. (NASDAQ:CSCO) ranks 7th on this list.
Cisco Systems, Inc. (NASDAQ:CSCO) is being treated as a value AI play in the hedge fund universe. The firm is pivoting from a hardware provider to an AI-native security and networking powerhouse. Cisco’s rapid acceleration in AI networking orders from major cloud providers like Amazon, Microsoft, and Google has grabbed headlines. In fiscal Q2 2026, the firm reported $2.1 billion in AI infrastructure orders, a massive jump from $1.3 billion the previous quarter. Management has projected over $3 billion in AI infrastructure revenue for the full fiscal year. Investors view this as proof that Cisco’s Silicon One chips are successfully competing with specialized rivals for the digital backbone of AI data centers.
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Cisco Systems, Inc. (NASDAQ:CSCO) shift toward high-margin software…
