Cisco beats and lifts FY27 view as AI revenue from hyperscalers set to more than double

What we know so far

investingLive (Nov 13, 03:21): A beat and raise this size should lend support to the AI infrastructure trade beyond Cisco itself. It suggests hyperscaler capex is still flowing into networking, not just into chips. The revenue raise puts the new full-year range above the old one, so analysts’ estimates are likely to move higher in the coming days. For tech-heavy indices, Cisco gives another…