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Cisco Seeks to Ride Emerging AI Networking Boom into New Cycle

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CSCO
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Cisco Systems is riding an AI networking boom into a new cycle, according to its recent commentary. The company has joined an expanded sixth-generation research forum as a core partner and reported sizable artificial intelligence infrastructure orders.

The central theme running through Cisco's recent commentary is that artificial intelligence is reshaping demand for networks. As organizations build and deploy large models, the flow of data between processors, storage, and users has grown dramatically, placing new emphasis on high-performance, low-latency connections.

Cisco's chief product executive has framed the shift as the start of a lasting cycle, describing how agents now consume a large portion of inference capacity and how the volume of tokens processed has multiplied over a short period.

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