AI computing power demand continues to surge! Cisco's (CSCO.US) performance outlook exceeds expectations, experiencing a "second spring".

According to the financial news app, Zhichuan Finance, Cisco (CSCO.US), one of the world's largest computer network and internet equipment manufacturers, has provided strong earnings guidance for this quarter, indicating that this globally one of the largest scale network infrastructure equipment suppliers is benefiting from the increasing demand for network hardware systems brought by breakthrough artificial intelligence technology. Since the second half of 2024, with continuous upgrades in enterprise artificial intelligence infrastructure spending and strong demand for data center network equipment brought by cooperation with NVIDIA (NVDA.US), Cisco can be described as experiencing a "second spring", achieving continuous expansion in performance and stock price. The stock price has risen by over 30% since the second half of 2024, reaching a historic high in February of this year, surpassing the highest point during the Internet bubble period.