<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>思科已將其 2026 財年的人工智能基礎設施訂單目標提高至 90 億美元，因需求強勁，幾乎是之前指導的兩倍。該公司計劃裁員多達 4000 人，以將資金重新分配到人工智能和其他技術上。過去一年，思科的股票上漲了 87%，分析師將目標價格提高至高達 150 美元</p>

由於人工智能訂單激增至 90 億美元，思科股票創下歷史新高