NV NVDA NVIDIA Corporation 로딩 중... : 애널리스트의 강세 및 약세 의견

Cisco secured silicon supply through calendar year 26 and is actively negotiating for CY27, while increasing inventory and advanced purchase commitments by $6.7 billion in 90 days to guarantee components. — This proactive supply chain management is a competitive advantage, allowing Cisco to meet surging demand when competitors face decommits, potentially stealing market share.

Cisco explicitly stated that its $5 billion AI order target and new product launches, such as the G300 and P200, are not included in the current forecast, implying a significant potential for upward revisions. — This indicates that the core AI growth catalysts are yet to be fully reflected in guidance, leaving room for positive surprises.

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.