CSCO: Undervalued AI Infrastructure Giant Boosted by New Starlink Deal

Cisco’s latest innovations—integrated AI hardware, smart switches, ultra-high-power PoE, and quantum security investments—are driving its growth potential. A key factor is their partnership with Starlink, where Cisco Meraki MX appliances integrate with Starlink’s satellite internet for robust, low-latency connectivity. This collaboration positions Cisco to benefit from Starlink’s global network expansion just announced.

Not to mention their significant momentum in the AI infrasttrucure rollout across the globe.

* Multiple analyst upgrades
* Strong earnings performance
* Recognition from NVIDIA as a key AI partner
* Positioning to capitalize on major AI infrastructure spending in 2025