By Simply Wall St
Publication Date: 2026-10-26 14:06:00
Cisco Systems (CSCO) just widened its role in AI infrastructure by unveiling new Silicon One hardware and an optical partnership with NVIDIA that targets ultra-dense 400Gb/s-per-lane modules for future AI data centers.
Cisco Systems’ latest AI hardware push comes after a mixed stretch for the ticker, with the share price up 40.06% year to date while the 90 day share price return declined 7.86%, and long term total shareholder returns above 100%.
Scan beyond Cisco Systems and line up other AI infrastructure contenders using our curated list of 55 AI infrastructure stocks ahead of the next wave of data center spending that may reshape the sector.
Cisco Systems now trades around US$106.50 after a strong year and a softer recent patch. Does that set up a reasonable entry today, or argue for patience while the AI excitement cools and the valuation resets further?
Most Popular Narrative: 3.7% Undervalued
The most followed narrative…
