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Eisman calls AI boom real as Cisco revenue jumps 18%, warns of price war

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  • Steve Eisman said the AI boom is real while warning of competition from cheaper models.
  • Cisco reported 18% quarterly revenue growth to $17.3 billion in August.
  • Cisco booked $4 billion in hyperscaler AI orders, bringing fiscal 2026 orders to $9.3 billion.
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