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Cisco CEO Chuck Robbins: There's a networking supercycle that we're entering right now, Sonic AI
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Cisco CEO Chuck Robbins: There's a networking supercycle that we're entering right now
CNBC
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May 14, 2026
•
8:43
Interview
Cisco CEO Chuck Robbins: There's a networking supercycle that we're entering right now
From
CNBC
Jim Cramer
(Host, CNBC)
•
Carl Quintanilla
(Host)
•
Chuck Robbins
(CEO, Cisco)
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Executive Summary
Cisco reported a record-breaking quarter, with product orders up 35% and networking orders up over 50%, driven by massive demand from hyperscalers and enterprise customers.
The company's long-term investment in custom silicon (Silicon One) is proving critical, enabling it to win major hyperscaler deals and control its supply chain, a strategy CEO Chuck Robbins believes is essential for survival in this market.
Cisco has dramatically increased its annual hyperscaler revenue forecast from $5 billion to $9 billion, having already surpassed the initial target in just three quarters, indicating explosive growth in this segment.
The CEO believes the industry is entering a "networking supercycle" fueled by AI and security, with emerging threats like "Mythos" compelling customers to approve long-delayed infrastructure upgrades by framing them as urgent security risks.
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Custom Silicon as a Strategic Moat
Explosive Hyperscaler Growth
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Processed May 14, 2026
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