Cisco’s $7.5bn bet on the AI networking supercycleBy Martin Holloway14/08/2026 Cisco’s Chuck Robbins points to a networking supercycle in AI spending, backing it with a $7.5bn FY2027 hyperscale revenue guide.
Cisco AI supercycle earnings set records, but shares fallBy Martin Holloway12/08/2026 Cisco AI supercycle earnings beat estimates with record Q4 and FY2026 numbers, but CSCO stock fell nearly 4% as investors priced in perfection.
