AI boom is a blessing for Cisco, but shipping hardware is costly

· Thestack · Aug. 13, 2026, 11:18 a.m.
Cisco Networking Earnings Networking AI hardware Cisco
Summary
The CEO of Cisco, Chuck Robbins, discusses the potential of an upcoming networking super cycle fueled by the AI boom, acknowledging that while hardware shipping costs remain high, the overall market is poised for significant growth.
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