Aug. 12 at 5:56 AM
Zero margin for error.
$CSCO earnings: Street at
$1.17 EPS /
$16.83B. Shares ~
$122.57 after +60% YTD. 8.2% implied move.
AI silicon push is real. G300 hits 102.4 Tbps on 3nm, 28% faster jobs, 70% better efficiency. Selling chips to white-box. Subscriptions now 49%,
$43.5B RPO.
Can Cisco win the AI infra war or stay a distant second to
$NVDA and
$ANET?
$CSCO #Cisco #AIInfrastructure #CSCO #Earnings