capital · May 20, 2026
Cisco Raises AI Infrastructure Order Forecast to $9 Billion
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Cisco raised its AI infrastructure order target to $9 billion for fiscal 2026 from a previous $5 billion forecast during its May 13 earnings release. The upgrade came alongside record quarterly revenue of $15.8 billion and a $1 billion restructuring plan. Demand is driven primarily by major cloud providers replacing InfiniBand with Ethernet solutions. Shares of Cisco rose sharply after hours on the news. The company reported net income of $3.4 billion for the quarter.
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