Cisco is finally landing real AI data center business, with $1.3 billion in hyperscaler AI orders this quarter and more than $3 billion in hyperscaler AI revenue expected for fiscal 2026, plus a $2 billion AI connectivity pipeline from neocloud, sovereign, and enterprise customers.
The growth is coming from networking, optics, and Silicon One as hyperscalers ramp GPU fabrics and high-speed optical links, even while security and collaboration shrink and tariffs pressure margins.
For AI infra buyers, this signals Cisco is now a serious contender in GPU interconnect and data center networking, making the full article worth a close read for context and numbers.
Source: Cisco’s AI Infrastructure Is Finally Winning Over Hyperscalers
