Cisco Bets Its Future on AI, Cuts 4,000 Jobs

Cisco's record earnings and simultaneous layoffs reveal a stark tech industry reality: sustainable growth requires ruthless pivot toward AI infrastructure, regardless of current profits. With AI orders expected to hit $9 billion this year—up from $5.3 billion—the company's restructuring signals that competitive advantage in the next decade will be determined by who dominates AI chip and optics markets, not who maintains the status quo.