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Myb News · Nov 12, 2026

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Everyone watches AI chips. Cisco is cashing in on what connects them. Cisco just reported $18.5 billion in quarterly sales, up 24%, and $4.6 billion in net profit. What does it do? It sells equipment and software that connect and protect computer networks. Giant AI systems need their computers to talk to each other, not just powerful chips. Cisco now expects $9 billion in AI infrastructure sales to the biggest cloud companies this fiscal year, more than double last year's total. It also raised its overall sales forecast. The business lesson: AI spending doesn't stop at Nvidia. Someone has to build the connections too. That $9 billion is a forecast, not money already earned. Results released Nov 12 for the quarter ended Oct 24.

*Everyone watches AI chips. Cisco is cashing in on what connects them.* Cisco just reported *$18.5 billion in quarterly sales, up 24%, and $4.6 billion in net profit*. What does it do? It sells equipment and software that connect and protect computer networks. Giant AI systems need their computers to talk to each other, not just powerful chips. Cisco now expects *$9 billion in AI infrastructure sales to the biggest cloud companies this fiscal year*, more than double last year's total. It also raised its overall sales forecast. *The business lesson: AI spending doesn't stop at Nvidia.* Someone has to build the connections too. That $9 billion is a forecast, not money already earned. Results released Nov 12 for the quarter ended Oct 24.

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