CLAIM #17865 · Cisco Systems Inc (CSCO) · 2026Q1 earnings call · Nov 12, 2025

“We see a growing pipeline in excess of $2 billion for our high-performance networking products across sovereign neo cloud and enterprise customers.”

Chuck Robbins · CEO

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In context

“st 80 Cisco 8,223 router powered by our Silicon One P200 chip. This first-to-market 51.2 terabits per second fixed Ethernet routing system is designed for the intense AI workload traffic between data centers. With Silicon One's unmatched scalability, power efficiency, and programmability, we can provide the performance and speed across data centers would have previously only been possible within a data center with a switching infrastructure. Demand for Silicon One continues to grow and we expect to ship our one millionth chip in 2026. Product orders for AI use cases beyond hyperscaler training are also gaining traction. With orders for data center systems, including switching and compute growing double digits in Q1 as customers prepare their networks for inferencing and agentic workflows. We see a growing pipeline in excess of $2 billion for our high-performance networking products across sovereign neo cloud and enterprise customers. To capture this opportunity, continue to make progress both within our own portfolio across our strategic partnerships. We recently announced an expansion of our partnership with G42 in The UAE to power, connect and secure G42's large-scale AI clusters. Featuring AMD GPUs. Other strategic partnerships in the region, including Humane and Stargate UAE, are progressing as planned. We also launched our sovereign critical infrastructure portfolio for European customers to operate in their own air-gapped on-prem physical environments. This includes our networking and collaboration products enhanced by security and observability. In addition, Cisco announced an expansion of our NVIDIA partnership and our new N9100 switch based on Spectrum X silicon. We are now the first NVIDIA partner to offer n”

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SEC filings for CSCO ↗ · Quote is verbatim from the 2026Q1 earnings call.