Cisco
Makes switches, routers and AI networking systems sold to cloud providers and enterprises.
- Revenue
- About $4B of AI infrastructure revenue in fiscal 2026 (year to July 2026)
- Growth
- Hyperscaler AI orders of $9.3B in fiscal 2026. Hyperscaler AI revenue guided to about $7.5B in fiscal 2027
- Based in
- San Jose, US
- Founded
- 1984
- Listed
- Public (CSCO)
AI infrastructure is now about 6% of its revenue, up from under 2% a year earlier.
Its AI revenue is a small share of the company, so the core switching business still drives most of its results.
Money coming in
Who pays Cisco, and for what.
No customers of Cisco mapped yet.
Money going out
Who Cisco pays to do what it does.
agreed to buy Galileo to add AI monitoring to Splunk
usagepricing.com
Where it sits on the map
Competitors and neighbours
Designs custom AI chips for big clouds and AI labs, and the networking chips that link them.
AI chip revenue $16.7B in a quarter, up 221%
Open profileMakes optical fibre, cable and connectivity products for data centres and telecoms.
Optical Communications sales of $2.07B in Q2 2026 (quarter to 30 June 2026)
Open profileMakes lasers and optical parts that carry data between AI servers and data centres.
Revenue up 90%. Nvidia invested $2B (Mar 2026)
Open profileDesigns custom AI chips for large cloud customers, and the optical chips that link data centres.
$2.006B in the quarter to July 2026 (fiscal Q2 2026), up 58%
Open profileMakes copper and optical connectors that link servers, switches and racks in data centres.
Sales of $8.76B in Q2 2026 (quarter to 30 June 2026)
Open profileSells the Ethernet switches that connect AI clusters and campus networks.
Revenue of $3.04B in Q2 2026 (quarter to 30 June 2026)
Open profileMakes chips and switches that connect AI accelerators inside a server rack.
Revenue of $392.4M in Q2 2026 (quarter to 30 June 2026)
Open profileMakes optical networking gear that links data centres and carries traffic between them.
Revenue of $1.67B in fiscal Q3 2026 (quarter to 1 August 2026)
Open profileMakes optical transceivers and lasers that connect AI data centres, plus industrial lasers.
Datacenter and Communications revenue of $1.62B in fiscal Q4 2026 (quarter to 30 June 2026)
Open profileSources: pulse2.com, usagepricing.com
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