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.
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