Is Cisco Systems (CSCO) One of the Best AI Data Center Stocks to Buy Right Now?

Cisco Systems (CSCO) is positioned as a value AI play within the hedge fund community, transitioning from a hardware provider to an AI-native security and networking company. The firm reported significant AI infrastructure orders in fiscal Q2 2026 and projects over $3 billion in AI infrastructure revenue for the full fiscal year, indicating successful competition with specialized rivals. Cisco’s shift towards high-margin software through Splunk integration and anticipation of a multi-year hardware upgrade cycle further strengthen its market position.

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