CSCO · 8-K · 20260812PR000106

AI Infrastructure Investment Outlook

CISCO SYSTEMS, INC. · 2026-08-12 · Importance 87 · Surprise 82

Cisco reported $4.0 billion of hyperscaler AI-infrastructure orders in Q4 FY 2026 and $9.3 billion for the full fiscal year. It delivered approximately $4.0 billion of AI-infrastructure revenue in FY 2026 and expects $7.5 billion in FY 2027. Management said it is making strategic investments to capitalize on growth opportunities associated with customers’ AI deployments.