Cisco CEO expects multiple AI design wins in next 6 months as hyperscaler orders hit $9 billion run-rate

Cisco forecasts annual revenue above estimates on sustained AI spending

Cisco forecast $72.2–73.4B FY2027 revenue (beat $68.69B consensus) on $9.3B AI infrastructure orders from hyperscalers. Signals sustained enterprise capex for AI-ready infrastructure—IT leaders must prioritize networking/datacenter expansion budgets and vendor consolidation for generative AI workloads.