By Nilanshi Mukherjee
Publication Date: 2026-10-29 16:38:00
Cisco Systems CSCO is benefiting from accelerating investments in artificial intelligence (AI) infrastructure, hyperscaler demand and enterprise network modernization. The growing adoption of agentic AI is driving demand for high-bandwidth, low-latency networking solutions, strengthening Cisco’s competitive position against Hewlett Packard HPE and Arista Networks ANET.
Cisco’s AI infrastructure orders from hyperscalers reached $9.3 billion in fiscal 2026, approximately 4.5 times the fiscal 2025 level. The company expects AI infrastructure revenues from hyperscalers to reach $7.5 billion in fiscal 2027. Its Silicon One architecture, Acacia optical technologies and next-generation switching platforms are helping capture opportunities across scale-out and scale-across AI networking deployments.
In the fourth quarter of fiscal 2026, networking revenues increased 28% year over year, supported by triple-digit AI infrastructure growth. Networking orders surged 40%, while…