Cisco leans further into AI networking as hyperscaler orders near US$9.3 billion for the year

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Cisco leans further into AI networking as hyperscaler orders near US$9.3 billion for the year

Cisco Systems closed fiscal 2026 with record results and told investors that the AI-driven "networking supercycle" it has described is still in its early stages. The company backed that view with a fiscal 2027 revenue target for AI infrastructure from hyperscalers and a series of new design wins disclosed on its August 12 earnings call.

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