CSCO · News · 20260817N

AI Infrastructure Investment

CISCO SYSTEMS, INC. · 2026-08-17 · Importance 75 · Surprise 64

Cisco's AI infrastructure orders quadrupled year over year to $9.3 billion in fiscal 2026. Hyperscaler customers contributed $4 billion of orders in the fourth quarter. The reported order growth indicates continued strategic investment and demand exposure in AI networking infrastructure.