"During the second quarter of fiscal 2026, pulled in $2.1 billion in AI infrastructure orders from hyperscalers like AWS, , and , up from $1.3 billion just the quarter before. That single-quarter figure actually matched everything Cisco booked across all of fiscal 2025, which tells you just how quickly this is accelerating."
"Cisco booked $2.1 billion from hyperscalers in just one quarter, and those bookings are well-positioned to keep growing. Its Silicon One networking chips and high-performance routers/switches are being used by several of the largest webscale players for AI training and inference networks."
"It is the largest networking equipment provider in the world, so the stock being up just 60% in the past three years doesn't do it justice. The Dot Com crash fears are still there since CSCO stock was the poster child for it, and valuations remain distressed."
Cisco is undergoing a remarkable revival after decades of being overlooked since the Dot Com bubble crash. The company secured $2.1 billion in AI infrastructure orders from hyperscalers like AWS in Q2 fiscal 2026, up from $1.3 billion the previous quarter. This single quarter matched all of fiscal 2025's bookings, demonstrating accelerating momentum. Cisco's Silicon One networking chips and high-performance routers are critical for AI training and inference networks. Additionally, a major enterprise refresh cycle is underway as companies upgrade campus networks, Wi-Fi, and data center equipment. Despite being the world's largest networking equipment provider, Cisco stock has remained undervalued due to lingering Dot Com crash concerns, though analysts project double-digit revenue growth for fiscal 2026.
Read at 24/7 Wall St.
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