Cisco’s recent stock highs don’t signal a breakthrough so much as a long-delayed re-rating. Cisco Systems, Inc. hasn’t reinvented itself or unlocked a new category; it’s doing what it has always done well—selling essential networking infrastructure—at a moment when AI-driven data center spending has reminded the market how indispensable that role is. The business model, margins, customers, and innovation cadence remain fundamentally unchanged, and the AI narrative positions Cisco as connective tissue, not a category creator.

Oslo, Norway – September 5, 2024 – Smartoptics, a leading provider of optical networking solutions, today announced that ASOM-Net, a Danish non-profit ISP, has selected Smartoptics for 400G disaggregated optical networking. The Smartoptics solution is used with the IP Infusion platform to provide flexibility and a compact footprint, reducing total cost of ownership. ASOM-Net is a non-profit managed services organization and ISP with 75,000 subscribers in Denmark. Television, internet and phone services are provided to the ISP’s associated members.