(Reuters) -Cisco Systems forecast first-quarter revenue above Wall Street estimates on Wednesday, as the artificial intelligence boom boosted demand for its networking equipment from cloud customers.

Enterprises such as Cisco have been benefiting as more businesses move workloads to cloud environments and modernize campus footprints to prepare for AI technologies.

“The AI infrastructure orders we received from webscale customers in fiscal 2025 were more than double our original target, indicating a massive opportunity ahead as we lead the required architectural shift and build the critical infrastructure needed for the AI era,” CEO Chuck Robbins said in a statement.

Cisco’s AI infrastructure orders exceeded $800 million in the fourth quarter, bringing the total for fiscal 2025 to more t

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