Cisco’s CEO Bets Big on AI Gold Rush: ’Massive Opportunity’ as Infrastructure Orders Skyrocket

AI's infrastructure boom sends Cisco's order books into overdrive—CEO Chuck Robbins doubles down on what he calls a 'generational shift' in enterprise tech spending.

Wall Street shrugs—because when has betting on hype ever backfired?

The network giant's pivot comes as global AI deployments hit escape velocity, forcing hyperscalers and enterprises to retrofit data centers overnight. Robbins isn't just riding the wave; he's selling the shovels.

Behind the scenes: Supply chain teams are working triple shifts to meet demand for high-performance switches and silicon. Because nothing says 'AI revolution' like backordered GPUs and frustrated DevOps teams.

The cynical take? Another legacy tech firm repackaging old routers as 'AI-ready' while VCs pour champagne over Nvidia's latest earnings report. But Robbins' track record suggests this play might actually connect silicon to reality.