CLAIM #17834 · Cisco Systems Inc (CSCO) · 2025Q4 earnings call · Aug 13, 2025
“we expect demand for these technologies from Neocloud providers and sovereign customers to increase in fiscal year '26.”
Charles Robbins · CEO
How to check this claim
Look at: Revenue/orders from AI infrastructure products (Cisco 8K, Silicon One, optics/optical systems) attributable to Neocloud providers and sovereign AI customers
It came true if: Management-reported demand/orders from Neocloud and sovereign customers in fiscal 2026 higher than fiscal 2025 levels (directional increase)
Where: Company earnings calls and management commentary (quarterly reports, FY26 10-K/Q4 call) on AI infrastructure orders and sovereign/Neocloud demand
Knowable after: 2026-08-15
In context
“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 pervasive deployment of AI agents and applications. As we move towards Agentic AI and the demand for inferencing expands to the enterprise and end-user networking environments, traffic on the network will reach unprecedented levels. Network traffic will not only increase beyond the peaks of current chatbot interaction, but will remain consistently high with agents in constant interaction. We have a slide illu”
Verify independently
SEC filings for CSCO ↗ · Quote is verbatim from the 2025Q4 earnings call.