Cisco's AI-Push Aids Networking Revenue: Is There More Upside Ahead? [Yahoo! Finance]
Hewlett Packard Enterprise Company (HPE)
Last hewlett packard enterprise company earnings: 3/3 04:05 pm
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Source: Yahoo! Finance
The company's networking portfolio, powered by Silicon One, AI-native security solutions and operating systems, is expanding CSCO's AI footprint. AI infrastructure orders from hyperscalers hit $1.3 billion, and Cisco expects $3 billion in AI infrastructure revenues from hyperscalers in fiscal 2026. Cisco sees a growing pipeline of more than $2 billion in orders for its high-performance networking products across sovereign, Neocloud and enterprise customers. Increasing AI workloads at the network edge and the emergence of physical AI are benefiting the industrial IoT portfolio. Rapid acceleration in the capacity requirements of the network due to unprecedented levels of network traffic and an ever-evolving threat landscape bodes well for Cisco's prospects. Integration of Cisco Nexus switches with NVIDIA 's NVDA Spectrum-X architecture is offering low-latency, high-speed networking for AI clusters, which is driving Cisco's enterprise AI orders. CSCO's new N9100 switch, based on Spec
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- HCLTech to Acquire Telco Solutions Business from Hewlett Packard Enterprise (HPE) to Further Strengthen its Engineering and AI-led Network Propositions to Global Communication Service Providers [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
HPE
Earnings
- 12/4/25 - Beat
HPE
Sec Filings
- 12/18/25 - Form 10-K
- 12/17/25 - Form 4
- 12/17/25 - Form 4
- HPE's page on the SEC website