capital · May 21, 2026
Cisco CEO Chuck Robbins Describes AI as Driving a Networking Super Cycle and Lifts AI Infrastructure Target to $9 Billion
Share the canonical public link.
Cisco CEO Chuck Robbins said on May 19, 2026 at JPMorgan’s Technology Conference that artificial intelligence is fueling a networking super cycle with rising demand from hyperscalers, enterprises, sovereign clouds, and public-sector customers. Cisco raised its AI infrastructure revenue target to $9 billion for the fiscal year from the prior $5 billion forecast. The comments followed Cisco posting the largest quarterly revenue in its 42-year history one week earlier. Robbins noted broad-based AI-driven demand across multiple customer segments.
Below validation threshold — auto-passed without scoring