CLAIM #17833 · Cisco Systems Inc (CSCO) · 2025Q4 earnings call · Aug 13, 2025

“We believe Cisco will be a core system provider for these significant AI training and inference cluster build-outs and integral to their development and eventual hyperscaling.”

Charles Robbins · CEO

How to check this claim

Look at: Cisco AI infrastructure orders (cumulative, as disclosed by management)

It came true if: Cumulative AI infrastructure orders reported for fiscal year 2026 exceed the fiscal year 2025 cumulative total (i.e., continued growth reported)

Where: Company earnings call management commentary / investor relations disclosures on AI infrastructure orders (Cisco quarterly earnings calls)

Knowable after: 2026-07-31

In context

“NVIDIA also positions us to deliver on these new demands with completed integrations of Cisco Nexus switches with NVIDIA's Spectrum-X architecture, offering low latency, high-speed networking for AI clusters. Additionally, the Cisco Secure AI factory with NVIDIA provides a trusted blueprint for building secure AI-ready data centers for enterprises, sovereign cloud providers and newly emerging Neocloud providers. We also see the opportunity with Neocloud providers ramping with several large deals in Q4, not included in the previously mentioned AI infrastructure orders. Our newly forged Middle East strategic partnerships, including HUMAIN, G42 and Stargate UAE, are all progressing as planned, and we expect the sovereign AI opportunity to build momentum in the second half of fiscal year '26. We believe Cisco will be a core system provider for these significant AI training and inference cluster build-outs and integral to their development and eventual hyperscaling. As we look holistically at the AI opportunity for Cisco, we frame it into three distinct but connected pillars. First, AI training infrastructure for webscale customers. Combinations of our Cisco 8K, Silicon One, optics and optical systems are being deployed by the largest web scalers, and we expect demand for these technologies from Neocloud providers and sovereign customers to increase in fiscal year '26. Second, AI inference and enterprise clouds. Our accelerated innovation in hardware and software, coupled with our NVIDIA partnership, is designed to simplify, accelerate and derisk AI infrastructure deployments for the enterprise. And third, AI network connectivity. Customers are leveraging Cisco platforms to help modernize, secure and automate their network operations to prepare for p”

Verify independently

SEC filings for CSCO ↗ · Quote is verbatim from the 2025Q4 earnings call.