Cisco Joins Qualcomm-Led 6G Coalition with Over 30 Partners Targeting 2029 Deployment
Cisco joined over 30 partners in Qualcomm's 6G coalition unveiled at MWC Barcelona, setting milestones for commercial AI-native 6G deployment from 2029. Analysts warn the AI-driven bull market could end once infrastructure spending peaks and falls, potentially weakening Cisco's revenue momentum.
1. Cisco Joins 6G Coalition
Cisco is among more than 30 global partners that have joined Qualcomm's strategic 6G coalition unveiled at MWC Barcelona. The group’s roadmap focuses on AI-native connectivity, wide-area sensing and high-performance compute to deliver commercial 6G systems from 2029 onwards.
2. Bull Market Forecast on AI Spending
A forecast cautions that the current tech bull market—fueled by AI data center and infrastructure investment since 2023—may conclude when spending peaks and recedes. Such a downturn could damp Cisco’s revenue growth and broader sector earnings as infrastructure budgets contract.