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From CSCO earnings calls
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21:30
Feb 11 ◎
Chuck Robbins Chair and CEO, Cisco Systems, Inc. CSCO Q2 FY26 call
Cisco is partnering with AMD to build out massive AI infrastructure capacity, indicating a deep, strategic relationship that could drive demand for AMD's AI compute in the neocloud market.
AMD
HIGH
21:30
Nov 12 ◎
Chuck Robbins Chair and CEO, Cisco Systems, Inc. CSCO Q1 FY26 call
Cisco sees a $2 billion pipeline for AI networking from Sovereign, NeoCloud, and Enterprise customers, with only $200M booked in Q1. — This is a massive, early-stage growth opportunity for AI networking gear beyond the big 4 hyperscalers, potentially benefiting both Cisco and GPU vendors like AMD and NVIDIA.
AMD
HIGH

About AMD Analyst Coverage

Buzzberg tracks AMD (Advanced Micro Devices, Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 2 total trade ideas tracked. Latest voices: Chuck Robbins.