Cisco Systems benefits from AI as well as quantum computing

The P/E ratio of 16.2 appears attractive
MarketsandMarkets anticipates an annual growth of the quantum computer market of 41.8% to 20.2 billion USD by 2030
Andreas Zehetner
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A. Zehetner
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In my opinion, Cisco Systems (CSCO) is a promising option to cover megatrends such as AI and quantum computing. With its renewed product portfolio and the unified Silicon One architecture, the company is optimally positioned for the age of AI. A three-digit order increase in web scalers led to AI orders of over $800 million in the last quarter, surpassing the previous AI order target of $1 billion for fiscal year 2025 by more than double, with over $2 billion. According to NVIDIA CEO Jensen Huang, quantum computers are at a turning point....

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