Cisco stock could be a big artificial intelligence winner. Cisco said it has taken $5.3 billion of artificial-intelligence infrastructure orders from hyperscalers so far this fiscal year and raised its full-year expectations to orders of $9 billion, up from $5 billion. “Massive déjà vu here from 1990s—but it actually could be just beginning for Cisco as their investments in silicon and optics pay off,” Melius Research analyst Ben Reitzes wrote in a note late Wednesday.