{"id":382101,"date":"2026-05-15T00:02:44","date_gmt":"2026-05-14T22:02:44","guid":{"rendered":"https:\/\/prostartup.it\/div-cisco-ceo-says-tech-is-entering-a-networking-supercycle-as-stock-pops-14-on-strong-ai-demand-div\/"},"modified":"2026-05-15T00:02:44","modified_gmt":"2026-05-14T22:02:44","slug":"div-cisco-ceo-says-tech-is-entering-a-networking-supercycle-as-stock-pops-14-on-strong-ai-demand-div","status":"publish","type":"post","link":"https:\/\/prostartup.it\/ru\/div-cisco-ceo-says-tech-is-entering-a-networking-supercycle-as-stock-pops-14-on-strong-ai-demand-div\/","title":{"rendered":"Cisco CEO says tech is entering a &#8216;networking supercycle&#8217; as stock pops 14% on strong AI demand"},"content":{"rendered":"<div><span class=\"HighlightShare-hidden\" style=\"top:0;left:0\"><\/span><\/p>\n<div class=\"RelatedQuotes-relatedQuotes\" id=\"SpecialReportArticle-RelatedQuotes\">\n<div class=\"RelatedQuotes-quotesContainer\">\n<div class=\"RelatedQuotes-titleAndTime undefined\">\n<p class=\"RelatedQuotes-text\">In this article<\/p>\n<\/div>\n<ul class=\"RelatedQuotes-list\">\n<li class=\"QuoteItem-item\" aria-label=\"Quote for null\"><span class=\"QuoteItem-symbol\">CSCO<\/span><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"SpecialReportArticle-WatchlistDropdown\" data-analytics-id=\"SpecialReportArticle-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/li>\n<\/ul>\n<\/div>\n<div class=\"RelatedQuotes-cfaButtonContainer\"><button id=\"ArticlePageTickerCreateAccountButton\" class=\"CreateFreeAccountButton-buttonContainer\"><span class=\"CreateFreeAccountButton-buttonText\"><span>Follow your favorite stocks<\/span><span class=\"CreateFreeAccountButton-buttonTextBold\">CREATE FREE ACCOUNT<\/span><\/span><\/button><\/div>\n<\/div>\n<div role=\"region\" aria-labelledby=\"Placeholder-ArticleBody-Video-108306944\"><\/div>\n<div class=\"group\">\n<p><span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"SpecialReportArticle-QuoteInBody-1\">Cisco<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span> CEO Chuck Robbins told CNBC on Thursday that skyrocketing demand for artificial intelligence tools and equipment is powering the industry toward a &#8220;networking supercycle.&#8221;<\/p>\n<p>Shares jumped 14% and headed for their best day in more than two decades after Cisco blew past its AI infrastructure and hyperscaler guidance orders\u00a0for the fiscal year and lifted its forecast from $5 billion to $9 billion. <\/p>\n<div style=\"height:100%\" class=\"lazyload-placeholder\"><\/div>\n<p>The California-based networking equipment maker also said it will cut about 5% of its workforce as it shifts focus toward AI-focused segments, silicon, and optics.<\/p>\n<p>&#8220;Given the speed at which the market is moving, we need to make a rapid reallocation of resources,&#8221; Robbins told CNBC. &#8220;By the way, a lot of the people that are potentially impacted will actually go take those jobs.&#8221;<\/p>\n<p>Cisco has lagged its hyperscaler peers in the AI race being led by <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"SpecialReportArticle-QuoteInBody-5\">Nvidia<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span>. But the company recently surpassed its internet boom highs as investors bet on its networking infrastructure needed to run data centers, and the AI trade broadens.<\/p>\n<\/div>\n<div class=\"group\">\n<div class=\"RelatedContent-relatedContent\" id=\"SpecialReportArticle-RelatedContent-1\">\n<div class=\"RelatedContent-container\">\n<div class=\"RelatedContent-nonCollapsibleContent\">\n<h2 class=\"RelatedContent-header\">Read more CNBC tech news<\/h2>\n<div class=\"group\">\n<ul>\n<li>Xi tells Musk, Tim Cook and other CEOs on Trump&#8217;s trip: China will &#8216;open wider&#8217;<\/li>\n<li>Chinese companies are ramping up homegrown AI chips, even if Nvidia is coming back<\/li>\n<li>Cerebras prices IPO above expected range, as Wall Street braces for AI tsunami<\/li>\n<li>Microsoft feared being too dependent on OpenAI, Musk-Altman trial testimony reveals<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"group\">\n<p>Robbins said the &#8220;dynamic&#8221; nature of the AI market makes it difficult to lock in forward bookings projections and that the company has opted out of some projects with hyperscalers.<\/p>\n<p>&#8220;We don&#8217;t have visibility completely yet, but we have enough understanding of our relationship and the design wins and what their capital commitments are that we feel good about where we&#8217;re headed,&#8221; he said. <\/p>\n<div style=\"height:100%\" class=\"lazyload-placeholder\"><\/div>\n<p>Robbins also commented on the Mythos hysteria that&#8217;s swept up financial markets and led to White House meetings with top tech leaders. He said the company is now discussing the AI model with every customer.<\/p>\n<p>Cisco is a part of Anthropic&#8217;s Project Glasswing, which gave access to a select group of businesses last month to test the model and its cybersecurity implications.<\/p>\n<p>Worries about the potential risks and vulnerabilities exploited by the model has forced businesses to speed up security upgrades.<\/p>\n<p>&#8220;You have to be agile, and you have to be ready to move,&#8221; Robbins said.<\/p>\n<\/div>\n<div>\n<div class=\"Collapsible-proliveCollapsableContainer\" role=\"button\">\n<div class=\"Collapsible-proLivePlayerCloseOrExpand\"><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" fifu-lazy=\"1\" fifu-data-sizes=\"auto\" fifu-data-srcset=\"https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg?w=75&resize=75&ssl=1 75w, https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg?w=100&resize=100&ssl=1 100w, https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg?w=150&resize=150&ssl=1 150w, https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg?w=240&resize=240&ssl=1 240w, https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg?w=320&resize=320&ssl=1 320w, https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg?w=500&resize=500&ssl=1 500w, https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg?w=640&resize=640&ssl=1 640w, https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg?w=800&resize=800&ssl=1 800w, https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg?w=1024&resize=1024&ssl=1 1024w, https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg?w=1280&resize=1280&ssl=1 1280w, https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg?w=1600&resize=1600&ssl=1 1600w\" fifu-data-src=\"https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg\" class=\"Collapsible-dismissButton\" alt=\"hide content\"><\/div>\n<\/div>\n<div style=\"border:1px solid #d9d9d9;width:100%\" class=\"InteractiveChart-container\"><\/div>\n<div class=\"InteractiveChart-caption\">Cisco one-day stock chart.<\/div>\n<\/div>\n<div class=\"group\">\n<p><em>\u2014 CNBC&#8217;s Jordan Novet contributed reporting<\/em><\/p>\n<\/div>\n<div id=\"ArticleBody-MobileAdhesion\" class=\"MobileAdhesion-container\" data-module=\"mps-slot\"><\/div>\n<div class=\"ArticleBody-googlePreferredSourceContainer\" data-module=\"GooglePreferredSource\" data-id=\"SpecialReportArticle-GooglePreferredSource-6\">\n<div class=\"ArticleBody-googlePreferredSourceBorder\"><\/div>\n<p>Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.<\/p><\/div>\n<hr \/>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>In this article CSCO Follow your favorite stocksCREATE FREE ACCOUNT Cisco CEO Chuck Robbins told CNBC on Thursday that skyrocketing demand for artificial intelligence tools<\/p>","protected":false},"author":1,"featured_media":382102,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg","fifu_image_alt":"<div>Cisco CEO says tech is entering a 'networking supercycle' as stock pops 14% on strong AI demand<\/div>","footnotes":""},"categories":[11],"tags":[18,433,996,2729,346,952,1785,90],"class_list":["post-382101","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-inv-business","tag-ai","tag-ceo","tag-demand","tag-entering","tag-says","tag-stock","tag-strong","tag-tech"],"_links":{"self":[{"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/posts\/382101","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/comments?post=382101"}],"version-history":[{"count":0,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/posts\/382101\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/media\/382102"}],"wp:attachment":[{"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/media?parent=382101"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/categories?post=382101"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/tags?post=382101"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}