CSCO · 10-Q · 2026Q2 · Full report
AI Infrastructure Demand
CISCO SYSTEMS, INC. · 2026-05-19 · Importance 65 · Surprise 48 · In source text
Networking product revenue increased 25% in the third quarter and 20% over the first nine months, primarily driven by AI Infrastructure and Campus Networking solutions. Growth was led by double-digit increases in Campus Switching, Data Center Switching, Wireless, and Service Provider Routing. In the Americas, Service Provider and Cloud customers led product growth, largely driven by AI Infrastructure solutions. Cisco increased purchase commitments for Cisco Silicon One and other products to meet demand from hyperscalers and other customers.
Key facts
- Product revenue in Networking increased by 25% in the third quarter of fiscal 2026, driven particularly within AI Infrastructure and Campus Networking solutions. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | — | Product revenue in Networking increased by 25% in the third quarter of fiscal 2026, driven particularly within AI Infrastructure and… |