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tz-plus logo Hyperscalers drive Cisco toward record year 2026!

T. Reich
Reading Time: 2 minutes

Cisco has laid the foundation for an ambitious business year with a strong first quarter. Revenue and earnings exceeded the upper range of its own forecast, driven by vibrant demand for AI infrastructure and modern campus network solutions. Particularly, hyperscalers proved to be a growth engine: They ordered AI infrastructure worth 1.3 billion USD in the first quarter, prompting Cisco to anticipate approximately 3 billion USD in revenue from this segment for the entire year. Concurrently, new product families like Cat9K, Wi-Fi 7, and Spectrum-X-based...

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