AI drives Cisco orders, lifts Taiwan networking suppliers

Digitimes
By Jerry ChenMay 16, 2026, 6:37 pm128 ptsTrending
Cisco's latest earnings report has injected fresh momentum into the networking industry, with CEO Chuck Robbins highlighting strong order momentum in AI infrastructure, which helped drive product orders up 35% year-over-year in the third quarter of fiscal 2026. AI infrastructure orders from hyperscalers reached…

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