The Bull Case For Cisco Systems (CSCO) Could Change Following New AI Network Deal With Asiacell

• In late November 2025, Asiacell announced it was adopting Cisco’s AI-driven Provider Connectivity Assurance platform to improve real-time monitoring, diagnostics, and self-healing capabilities across its nationwide Iraqi network.
• This deployment underscores how Cisco’s AI-enabled automation tools are moving deeper into live carrier networks, reinforcing its position in AI-powered networking and service assurance.
• Now we’ll examine how surging AI infrastructure demand and Cisco’s raised guidance could reshape the company’s existing investment narrative.

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Cisco Systems Investment Narrative Recap

Cisco’s investment case rests on it being a core supplier of AI ready networking, with rising recurring revenue and disciplined capital returns. The Asiacell rollout highlights traction for Cisco’s AI automation in live carrier networks, but it does not materially change the near term…