The AI Effect: A Canary in the Coal Mine for Tech's Growth Metrics Cisco Systems' impressive stock performance has been attributed to booming demand for artificial intelligence infrastructure.
However, a closer examination reveals that this narrative is only partially true.
The 64% return on investment for Cisco over the past year far surpasses the broader S&P 500, but when drilling down into revenue streams, AI driven growth appears as a symptom of a larger trend.