Cisco’s AI super cycle is coming for your networking budget – Spiceworks

If you’ve been putting off that network switching refresh because everything still works and the budget is tight, Cisco’s latest earnings reportOpens a new window may make that conversation harder to delay – and potentially a lot more expensive.

The networking giant closed fiscal 2026 with numbers it hasn’t seen in three decades: record revenue, record operating margins, and record earnings per employee. CEO Chuck Robbins called Opens a new window it a “networking super cycle” driven by AI.

While that momentum is great news for Cisco, the real story for IT teams is what happens on the ground. Rapid demand growth creates immediate pressure on your infrastructure, overwhelms your support queue, and forces difficult budget discussions in the coming quarter, raising crucial questions about the growth drivers behind Cisco’s performance, the expanding infrastructural demands of emerging AI workloads, and the practical steps IT leaders must take to prepare for…

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