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Nov 13, 2025 4:00 AM

Cisco To Hit One-Millionth Silicon One Chip Milestone In Q2 Amid AI Boom

Cisco Systems Inc. (NASDAQ:CSCO) is set to ship its one-millionth Silicon One chip next quarter, a milestone fueled by a massive AI boom that saw the company book $1.3 billion in AI infrastructure orders in the first quarter alone.

Check out CSCO’s stock price here.

Cisco Targets $3 Billion In FY26 AI Revenue

The surge in AI-related demand helped Cisco deliver a strong first-quarter earnings beat and raise its full-year forecast, prompting CEO Chuck Robbins to declare the company is on track to deliver the “strongest year yet.”

The $1.3 billion in first-quarter orders from hyperscalers underpins the company’s aggressive forecast. Cisco announced it now expects to recognize roughly $3 billion in AI infrastructure revenue from these major cloud customers in fiscal year 2026.

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