Cisco sold twice as much AI kit as it forecast during its 2025 fiscal year and expects the market for binary brainboxes will continue to boost its bank balance in future.

The networking giant on Wednesday announced [PDF] its Q4 and full year results, pointing out that “AI Infrastructure orders taken from webscale customers exceeded $800 million, bringing the FY 2025 total to over $2 billion, more than double the original $1 billion target.”

CEO Chuck Robbins said that result “demonstrates the undeniable capability and relevance of our technology for multiple back-end use cases with some of the most technologically advanced customers.”

And it probably does. But let’s put it into perspective: Microsoft, AWS, and Google plan to spend almost $300 billion on datacenters in the next 12 months

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