CSCO · News · 20260807N

AI Infrastructure Investment

CISCO SYSTEMS, INC. · 2026-08-07 · Importance 94 · Surprise 100

Cisco raised its fiscal 2026 AI infrastructure order target from $5 billion to approximately $9 billion from hyperscale customers. The company expects to recognize approximately $4 billion of hyperscale AI infrastructure revenue in fiscal 2026. The expected AI revenue represents roughly 6% of Cisco’s guided fiscal 2026 total revenue of $62.8 billion to $63.0 billion. The order increase indicates stronger demand for Cisco’s networking infrastructure, although the reported figures distinguish bookings from recognized revenue.

Key facts

• Cisco raised its fiscal 2026 AI infrastructure order forecast to $9 billion, up from an earlier $5 billion forecast. source