<div id="readability-page-1">Record AI orders: Cisco lifted its fiscal 2026 AI infrastructure order target to $9 billion, nearly double prior guidance, after strong demand from hyperscalers. Restructuring for growth: Up to 4,000 jobs will be cut as funds shift to AI, silicon, optics, and security, with some affected staff potentially redeployed internally. Market reaction: Shares have soared 87% in the past year, outpacing the S&amp;P 500, with analysts boosting price targets as high as $150.</div>

思科

CSCL

<p>思科已将其 2026 财年的人工智能基础设施订单目标提高至 90 亿美元，因需求强劲，几乎是之前指导的两倍。该公司计划裁员多达 4000 人，以将资金重新分配到人工智能和其他技术上。过去一年，思科的股票上涨了 87%，分析师将目标价格提高至高达 150 美元</p>

由于人工智能订单激增至 90 亿美元，思科股票创下历史新高