By Network World
Publication Date: 2026-05-14 18:33:00
1. AI infrastructure orders skyrocket to $9 billion for FY26
Cisco significantly raised its AI infrastructure order expectations for hyperscalers to $9 billion for fiscal year 2026, nearly double the company’s previous $5 billion forecast. The company took in $1.9 billion in AI infrastructure orders from hyperscalers in Q3 alone, with the year-to-date total reaching $5.3 billion before entering the final quarter. (Related story: Cisco announced layoffs along with its Q3 results)
“Given the strong demand, we now expect to take AI infrastructure orders of approximately $9 billion from hyperscalers in FY ’26, 4.5x our FY ’25 total,” Robbins announced on the earnings call. This explosive growth is driven by both Silicon One systems and Acacia coherent pluggable optics. The Acacia business posted its strongest quarter ever, with over $1 billion in orders, and is tracking to grow over 200% year-over-year.
Cisco secured five new hyperscaler design wins in…