$CSCO (-1,61 %) could benefit from the AI boom in two ways. Enterprise AI is increasing the demand for high throughput in the network and the requirements for storage are also increasing. Cisco is strong in both areas. But I will wait for the earnings call next week on February 12th
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AI can drive Cisco business
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Leo@MCKrummel-Divi-Holding
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Thomas@waldbrandgefahr

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Gert R.@DIVJGER
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