J P M O R G A N North America Equity Research 28 September 2026 Hardware & Networking Takeaways from J.P. Morgan U.S. All Stars Conference 2026 We hosted investor meetings with Cisco, as well as investor meetings and a fireside chat with Coherent, at the J.P. Morgan U.S. All Stars Conference in London. Overall discussions across the event focused on the accelerating AI-driven data center buildout, including hyperscaler demand, next-gen networking and optical infrastructure, technology transitions, and the c ...