The Cisco Blueprint: Mapping the AI Infrastructure Trade

Breaking News To Trading Moves · May 14, 2026 · 11m

Cisco raises forecast as AI infrastructure orders jump

Cisco is today’s key AI infrastructure story after raising its annual revenue outlook and pointing to stronger hyperscaler demand. The company now expects AI infrastructure orders from hyperscalers to reach around $9 billion in fiscal 2026, up from its earlier $5 billion target. Networking product orders rose more than 50%, while data-centre switching orders rose more than 40%.

Winners

AI networking and data-centre switching

This group could benefit because AI clusters need huge amounts of data to move quickly between GPUs, servers and…