CSCO · 8-K · 20261112PR000170

AI Infrastructure Demand

CISCO SYSTEMS, INC. · 2026-11-12 · Importance 100 · Surprise 100

Cisco raised its expectation for AI infrastructure revenue from hyperscalers to $9 billion in FY 2027. The company said this would be more than double the total for FY 2026. Cisco’s CEO characterized the networking opportunity as a multi-year supercycle, but the release did not quantify orders or deployments beyond the AI infrastructure revenue expectation.