
AI networking demand is redrawing the enterprise hardware race
- Cisco Systems (NASDAQ:CSCO) reported FY 2026 revenue of $63.3 billion, up 12%, as AI infrastructure orders reached $9.3 billion.
- Arista, HPE, Dell and Ciena are also reporting higher networking or AI infrastructure sales as data-center spending expands.
- The next phase depends on sustained AI infrastructure demand, product execution, supply availability and competition across networking architectures.

_1408949_640x360_2501720131639-640x360.webp&w=3840&q=75)

