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AI networking demand is redrawing the enterprise hardware race
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AI networking demand is redrawing the enterprise hardware race

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  • Cisco Systems (NASDAQ:CSCO) reported FY 2026 revenue of $63.3 billion, up 12%, as AI infrastructure orders reached $9.3 billion.
  • Arista, HPE, Dell and Ciena are also reporting higher networking or AI infrastructure sales as data-center spending expands.
  • The next phase depends on sustained AI infrastructure demand, product execution, supply availability and competition across networking architectures.