Cisco CEO expects multiple AI design wins in next 6 months as hyperscaler orders hit $9 billion run-rate

Cisco just landed five new hyperscaler design wins for its custom silicon and optics portfolio, and CEO Chuck Robbins says more are coming. The networking giant disclosed the wins during its Q3 FY2026 earnings call, positioning Silicon One chips and Acacia pluggable optics as central to the buildout of AI data center infrastructure. The company’s hyperscaler AI infrastructure orders are now on track to hit a $9 billion run-rate by the end of FY2026. What Cisco actually won Of the five design wins, three involve Cisco’s networking systems and two are tied to its Acacia optics business. The systems wins include the first commitments for the P200, a deep-buffer router chip capable of handling 51.2 terabits per second. These P200 wins specifically target “scale-across” applications, the networking layer that connects separate AI data centers to each other. A sixth commitment, another P200 deal, landed just after the quarter closed. Cisco is also seeing traction with its G300 switch silicon, announced in February 2026, which pushes capacity to 102.4 Tbps. Together, the Silicon One family has now shipped over one million units. Five of the six major US hyperscalers are confirmed customer...