Cisco vs. Broadcom: One Stock Looks Like the Better AI Play

Cisco Systems (NASDAQ: CSCO) and Broadcom (NASDAQ: AVGO) some conscionable closed AI-heavy quarters, and the results beryllium connected other ends of the infrastructure boom.

Cisco reported $17.3 cardinal successful Q4 FY2026 gross connected August 12, powered by an endeavor networking refresh. Broadcom's Q2 people landed connected June 3 with $22.2 cardinal and a hyperscaler-fueled AI silicon surge.

Enterprise Refresh Lifts Cisco. Custom Silicon Owns Broadcom.

Cisco's networking segment, its main AI vehicle, grew 28% YoY with merchandise orders up 40%. Q4 AI infrastructure orders deed $4 billion, and full-year AI orders reached $9.3 billion, good supra the archetypal $5 cardinal target.

CEO Chuck Robbins told analysts, "We judge the accelerating adoption of agentic AI is fueling a networking ace cycle." Acacia optics unsocial booked implicit $1 cardinal successful Q4 orders.

Broadcom is playing a antithetic game. Q2 AI semiconductor gross was $10.8 billion, up 143% YoY, with Q3 guided to $16 billion. CEO Hock Tan flagged AI bookings supra $30 cardinal and reiterated a fiscal 2027 AI people successful excess of $100 billion. Custom XPUs for Google, Meta, OpenAI, and Anthropic anchor the story.

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Broad Portfolio Meets a Hyperscaler Missile