Cisco Books $4B in Quarterly AI Orders as Networking Supercycle Lifts FY2027 Outlook
Cisco took $4 billion in AI infrastructure orders from hyperscalers in the fourth quarter of its fiscal 2026, the company reported on August 12, 2026, capping a year in which orders for AI networking gear more than tripled from what it expected nine months ago. The orders number landed inside a quarterly earnings release that otherwise reads like a legacy networking vendor's best-case scenario: revenue of $17.3 billion, up 18% year over year, product orders up 35%, and networking product orders… [...]
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