Cisco's networking components and optical products are critical for building data centers optimized for AI workloads.

Cisco Systems is transitioning its focus to capitalize on high demand from hyperscaler customers for data center buildouts.

The AI infrastructure buildout has progressed from a focus on processing chips to now include networking chips and optical components from companies like Lumentum, Coherent, and Corning.

Cisco Systems has made acquisitions of optical companies to strengthen its focus on the AI market.

There is a growing consensus that Cisco Systems is now a significant part of the AI infrastructure market.

Cisco Systems announced job cuts as part of a strategic shift to focus more on artificial intelligence.

Hyperscaler companies like Microsoft, Amazon, Alphabet, and Meta have all committed to aggressive AI-related spending plans.