"Tech Analyst Insights on Expectations"

This is a Cisco news story, published by MSN, that relates primarily to Dan Ives news.

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much data center infrastructure

CNBC

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Technology

U.S. AI infrastructure project is 'bullish for software', says Wedbush's Dan Ives

Summary

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65% Informative

Dan Ives : It's sudden you're going to have to start the model in, I mean, not just for names like Oracle , but especially when it comes to any of these sort of data center innovation plays, the palantirs, Microsoft and others.

I think it's really this is bullish for software because data centers, they get built out. The use cases are going to be software driven, but the use cases aren't clear right now. I think right now that's actually it's starting to catch up?.

Oracle, Dell , Cisco and others are going to be beneficiaries here, says Mark Wallis .

Wallis: Everyone's going to try to get in on this, you know, massive spending wave. This is just the beginning. And I think Dell clearly will be a beneficiary there..

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informal

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English

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not offensive

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not hateful