capital · May 22, 2026
Cisco Outlines $9 Billion FY26 Hyperscaler AI Infrastructure Orders and Raises Q4 Guidance
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Cisco outlined approximately $9 billion in FY26 hyperscaler AI infrastructure orders on May 13, 2026. The company raised its full-year outlook and guided Q4 revenue to $16.7 billion to $16.9 billion after reporting record Q3 FY26 revenue of $15.8 billion. Networking product orders rose over 50 percent in the third quarter with data-center switching orders up 40 percent. Cisco also announced the restructuring plan tied to AI investments. The earnings call highlighted double-digit growth in revenue and earnings per share.
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