Cisco’s AI revenue opportunity is ‘immense and growing quickly,’ says Morningstar — CEO touts a ‘networking supercycle’

AI Funding & IPOs (Google News)August 13, 2026en

AI Funding & IPOs (Google News)

AI Global Wire

・Morningstar said Cisco is “converting AI demand into revenue faster than anticipated,” with AI infrastructure orders creating a backlog that should begin flowing through revenue in the coming year.

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