思科系统公司（Cisco Systems）报告称，在对人工智能（AI）基础设施的强劲需求的推动下，25年第二财季营收增长强劲。随着下一个更新周期的到来，思科可能会恢复网络销售的增长。

　　如果应用程序迁移到本地服务器，那么，从AI训练过渡到生产应用程序的过程，将推动思科公司来自企业客户的营收增长。

　　思科去年进行了一系列战略性的AI和安全软件收购，可能会为AI构建者带来类似于Cloudflare的安全网络。

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