Cisco Posts Record Quarter as AI Infrastructure Demand Spreads Across the Network
shashib · x · 2026-08-16
Cisco reported fiscal 2026 revenue of $63.3 billion, up 12% year-over-year, marking its strongest year in over 40 years. Hyperscaler AI infrastructure orders surged 4.5x, with simultaneous double-digit growth in data center networking, workplace networking, and security. This indicates AI infrastructure has become a standing line item across the network rather than a one-off purchase, with demand spreading beyond hyperscalers to enterprise segments.
More from Infra
- Very Few Users Actually Run Local LLMs on 24GB+ VRAM — Ok-Shower7286 · 2026-08-16
- Cerebras Announces Support for Alibaba's Qwen 3.8 27B — TheMoonMidas · 2026-08-16
- Local Inference Build: Intel Arc B140 with 64GB VRAM Shared — mazarax · 2026-08-16
- deck.gl: GPU-powered framework for large-scale data visualization with high precision and React support — tom_doerr · 2026-08-16
- Anthropic's Internal $600B ARR Estimate Scrutinized: Compute Demands Could Reach 70% of Global AI Fleet — rickasaurus · 2026-08-16
- YAOS: Zero-terminal Obsidian sync engine powered by Cloudflare Worker — tom_doerr · 2026-08-16