capital · May 16, 2026
Cisco CEO Chuck Robbins Warns AI Infrastructure Players Without Silicon Will Struggle
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Cisco CEO Chuck Robbins stated during the May 13, 2026, earnings call that companies without silicon capabilities will struggle to remain relevant to hyperscalers in the AI infrastructure market. The comment came as Cisco highlighted design wins for its Silicon One platform and raised AI orders guidance to $9 billion for FY2026. Robbins emphasized Cisco's technology leadership in networking for the AI era. The remarks followed record Q3 results with AI infrastructure orders at $1.9 billion for the quarter.
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