Cisco Systems Boosts AI Revenues with Hyperscalers – Multi-Year Campus Modernization Cycle Accelerates!

Hyperscalers drive new AI orders amounting to $1.3 billion and are expected to generate AI revenues of $3 billion by 2026. Orders are expected to at least double year-over-year. With a pipeline of over $2 billion in orders from government, Neocloud, and enterprise customers for high-performance networking solutions, revenues are expected to significantly increase in the second half of fiscal year 2026. The multi-year modernization cycle among campus customers is gaining momentum. The Unified Edge provides real-time inference for AI agents...