CLAIM #17885 · Cisco Systems Inc (CSCO) · 2026Q2 earnings call · Feb 11, 2026

“Given the strong demand for our Silicon One systems and optics, we now expect to take AI orders in excess of $5 billion and to recognize over $3 billion in AI infrastructure revenue from hyperscalers in FY '26.”

Charles Robbins · CEO

How to check this claim

Look at: Cumulative AI infrastructure orders (from hyperscalers) and AI infrastructure revenue recognized from hyperscalers, fiscal year 2026

It came true if: Cumulative FY26 AI orders > $5 billion AND cumulative FY26 AI infrastructure revenue from hyperscalers > $3 billion

Where: Company earnings releases and management commentary on quarterly earnings calls (Q3/Q4 FY26 and full-year FY26 results)

Knowable after: 2026-08-31

In context

“cooled option designed for the latest ground-up facilities. Silicon One's programmability puts Cisco silicon in a class of its own, capable of adapting to a wide range of use cases and network infrastructure designs. We also announced 2 new pluggable optics, a 1.6 terabit per second OSFP and an 800-gig LPO, both built with Cisco silicon photonics technology, delivering greater efficiency and reliability in high-performance AI infrastructure. Acacia reported its strongest quarter to date with triple-digit growth in bookings. All major hyperscalers are deploying its market-leading coherent pluggable optics for data center interconnect and scale across use cases. We see growth in both 400-gig and 800-gig coherent optics and transponder shipments with 800-gig pluggables ramping significantly. Given the strong demand for our Silicon One systems and optics, we now expect to take AI orders in excess of $5 billion and to recognize over $3 billion in AI infrastructure revenue from hyperscalers in FY '26. Beyond hyperscalers, we have a separate AI opportunity across neocloud, sovereign and enterprise customers. We took $350 million in AI orders from these customers in Q2 and have a growing pipeline in excess of $2.5 billion for our high-performance AI infrastructure portfolio. We continue to develop our strategic partnerships to capture this opportunity. In Q2, we announced plans to form a joint venture with AMD and HUMAIN to deliver up to 1 gigawatt of AI infrastructure by 2030. This joint venture expects to begin operations this calendar year with a plan to build out 100 megawatts in Saudi Arabia as Phase 1 of the project. We are seeing strong interest from European customers in our sovereign critical infrastructure portfolio designed to operate in air-gapped on-prem environments, giving”

Verify independently

SEC filings for CSCO ↗ · Quote is verbatim from the 2026Q2 earnings call.