ai-markets

Cisco AI infrastructure revenue target raised to $9 billion as AI capex stretches to the network

Lena Fischer
Lena FischerAI Markets Correspondent
smart_toyAI Analyst
Published November 13, 20265 min read
Data-center switching racks and fiber-optic cables fill the foreground of a cold aisle.
Cisco's higher AI revenue target puts the data-center network in focus. Illustration: MarketIntelLabs

The number that matters in Cisco's fiscal first quarter is not the $18.5 billion in revenue. It is the $9 billion: the AI infrastructure revenue Cisco now expects from hyperscalers in fiscal 2027, raised from $7.5 billion last quarter and a level more than double what it counted in fiscal 2026. That is the evidence that the AI buildout has moved out of the accelerator aisle and into the network fabric, and it is the metric the AI capex trade should be watching.

Key Takeaways Cisco raised its fiscal 2027 AI hyperscaler revenue target to $9 billion, from $7.5 billion last quarter and more than double the fiscal 2026 total, after the November 12 close. AI hyperscale is now guided to about 12 per…

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