By Michael Cooney
Publication Date: 2026-02-13 00:21:00
“AI infrastructure orders taken from hyperscalers totaled $2.1 billion in Q2 compared to $1.3 billion just last quarter and equal to the total orders taken in all of fiscal year ’25, marking another significant acceleration in growth across our silicon, systems and optics,” Robbins said. “Given the strong demand for our Silicon One systems and optics, we now expect to take AI orders in excess of $5 billion and to recognize over $3 billion in AI infrastructure revenue from hyperscalers in FY ’26.”
Regarding enterprise uptake, Robbins said Cisco took in $350 million in AI orders from enterprise customers in Q2 and has a pipeline in excess of $2.5 billion for its high-performance AI infrastructure portfolio.
Cisco is seeing early enterprise use cases for AI around fraud detection and video analytics in sectors such as financial, manufacturing and pharmaceuticals, for example. “I also see examples in retail, where customers are leveraging agents on mobile devices…
