CSCO · 8-K · 20261112PR000170

AI Infrastructure Investment Outlook

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

Cisco raised its expectation for AI infrastructure revenue from hyperscalers to $9 billion in FY2027, more than double the total for FY2026. CEO Chuck Robbins described Cisco as being in the early stages of a multi-year networking supercycle and said the company is positioned to pursue the opportunity. The release does not provide a separate capex amount or deployment timeline beyond the FY2027 revenue expectation.

Key facts

• Cisco raised its expectation for AI infrastructure revenue from hyperscalers to $9 billion in FY2027, more than double the total for FY2026. source