Cisco AI Infrastructure & Networking Growth Sales Plan — page 1

AI FABRIC

NETWORK CORE

CISCO

2026 ENTERPRISE GROWTH SALES PLAN

AI INFRASTRUCTURE

& NETWORKING

Infrastructure | Networking | Security | Agentic Operations

AI FABRIC

SECURE AI FACTORY

CLOUD CONTROL

SPLUNK

Planning period: FY2026 context / FY2027 commercial runway

Enterprise AI Infrastructure • Networking & Security

Cisco AI Infrastructure & Networking Growth Sales Plan — page 2

01 | EXECUTIVE DIRECTION

Executive Summary

Integrated growth motion across AI infrastructure, networking, security, observability and operations.

40%

Q4 FY2026 NETWORKING ORDER GROWTH

$9.3B

FY2026 HYPERSCALER AI-INFRA ORDERS

$7.5B

FY2027 EXPECTED AI-INFRA REVENUE

$63.3B

FY2026 CISCO REVENUE

SALES OBJECTIVE

Expand enterprise AI infrastructure and

networking demand by combining high-performance

networking, secure AI infrastructure, security,

observability, software and services into

integrated customer solutions.

GROWTH PRIORITIES

AI infrastructure expansion

Networking deployment growth

Enterprise AI workload targeting

Neocloud and sovereign-cloud opportunities

Security and observability attach

Cisco Cloud Control adoption

Installed-base expansion

Partner-led pipeline

COMMERCIAL LOGIC

Assess AI ambition

Map compute + network

Secure the AI factory

Operate with unified telemetry

Expand the account

Publicly documented 2026 direction, presented as a commercial planning representation.

CISCO | AI INFRASTRUCTURE & NETWORKING GROWTH SALES PLAN

EXECUTIVE SUMMARY | 02

02 | MARKET FOCUS

Target Customer Segments

Prioritize environments where AI workload growth creates infrastructure, security and operations demand.

Hyperscalers

AI networking

infrastructure

PRIORITY

Enterprise AI customers

AI compute and

networking

PRIORITY

Neocloud providers

Validated AI

infrastructure

PRIORITY

Sovereign clouds

Secure, controlled AI

infrastructure

PRIORITY

Data centers

High-speed networking

PRIORITY

Large enterprises

AI-ready networks

PRIORITY

Service providers

Network modernization

PRIORITY

Government

Secure infrastructure

PRIORITY

CUSTOMER TRIGGERS

AI workload expansion

Data-center modernization

GPU infrastructure deployment

Network capacity requirements

Security modernization

Cloud migration

AI governance requirements

CISCO | AI INFRASTRUCTURE & NETWORKING GROWTH SALES PLAN

CUSTOMER SEGMENTS | 03

03 | PORTFOLIO ARCHITECTURE

Cisco AI Infrastructure Portfolio

Build the sales story around an integrated stack rather than isolated products.

AI COMPUTE

High-density GPU infrastructure

AI NETWORKING

Cisco Silicon One • Cisco Nexus • high-speed switching • optics

AI SECURITY

Secure infrastructure • threat protection • AI Defense

OBSERVABILITY

Infrastructure visibility • performance monitoring • Splunk

OPERATIONS

Cisco Cloud Control • AgenticOps • unified telemetry

AI FABRIC

NETWORK CORE

SECURE AI FACTORY

Compute

Fabric

Security

Observability

Operations

FULL-STACK SALES MESSAGE

Cisco's Secure AI Factory with NVIDIA extends across

enterprise, neocloud and sovereign-cloud environments,

combining compute, networking, security and services. The

August 2026 expansion with Supermicro adds rack-scale

liquid- and air-cooled compute.

CISCO | AI INFRASTRUCTURE & NETWORKING GROWTH SALES PLAN

PORTFOLIO | 04

04 | AI INFRASTRUCTURE MOTION

AI Infrastructure Sales Strategy

Move from AI ambition to validated deployment, then use production growth to expand the infrastructure footprint.

CUSTOMER

AI AMBITION

ASSESSMENT

REQUIREMENTS

SECURE AI

FACTORY

VALIDATION

PRODUCTION

SALES FOCUS

AI training

AI inference

GPU clusters

Data-center networking

High-bandwidth connectivity

AI infrastructure security

Infrastructure observability

DEAL QUALIFICATION

WORKLOAD

Training, inference or agentic production demand

SCALE

GPU density, east-west traffic, bandwidth

CONTROL

Security, data locality, governance

OPERATIONS

Telemetry, validation, lifecycle support

CISCO | AI INFRASTRUCTURE & NETWORKING GROWTH SALES PLAN

AI INFRASTRUCTURE | 05

05 | NETWORKING GROWTH

Networking Growth Strategy

Use AI workload growth as the trigger for front-end, back-end and high-speed network expansion.

DATA CENTER

Switching

Routing

Silicon One

Optics

ENTERPRISE

Campus networking

Wireless

Switching

Routing

AI NETWORKING

Front-end fabric

Back-end fabric

High-speed connectivity

Optical infrastructure

Capacity need

Assessment

Cisco solution

Deployment

AI workload growth

Expansion

FY2026 evidence: Cisco reported 40% year-over-year growth in Q4 networking product orders, the eighth consecutive quarter of double-digit growth.

CISCO | AI INFRASTRUCTURE & NETWORKING GROWTH SALES PLAN

NETWORKING | 06

06 | CROSS-SELL MOTION

Security, Splunk & Observability Expansion

Turn the installed networking relationship into a broader infrastructure, security and operations account.

NETWORKING

CUSTOMER

SECURITY

ASSESSMENT

CISCO

SECURITY

SPLUNK

OBSERVABILITY

CLOUD

CONTROL

EXPANDED

ACCOUNT

CROSS-SELL OPPORTUNITIES

Network security

Security operations

Application observability

Infrastructure monitoring

AI security

Threat detection

Incident response

AI cost / token visibility

September 2026 Splunk updates extend trusted AI and observability capabilities, reinforcing the cross-domain expansion story.

CISCO | AI INFRASTRUCTURE & NETWORKING GROWTH SALES PLAN

SECURITY + OBSERVABILITY | 07

07 | AGENTIC OPERATIONS

Cisco Cloud Control & AgenticOps Sales Strategy

Position unified operations as the control layer for increasingly complex AI-era infrastructure.

CUSTOMER

INFRASTRUCTURE

CLOUD

CONTROL

UNIFIED DATA

& TELEMETRY

AGENTS

ISSUE

DETECTION

ROOT-CAUSE

ANALYSIS

GUIDED / AUTO

ACTION

HUMAN

VALIDATION

SALES PROPOSITION

Operate complex AI-era infrastructure

through a unified, intelligent

management environment.

WHY IT MATTERS

Cisco Cloud Control brings networking, security,

compute, observability and collaboration into one

secure environment, with humans and AI agents

operating from shared context while humans remain in

control.

Cisco announced Cloud Control at Cisco Live US in June 2026.

CISCO | AI INFRASTRUCTURE & NETWORKING GROWTH SALES PLAN

CLOUD CONTROL | 08

08 | ECOSYSTEM GROWTH

Partner & Ecosystem Sales

Use the ecosystem to accelerate validated infrastructure, deployment, integration and managed-service opportunities.

NVIDIA

AI compute

Networking

Secure AI Factory

SUPERMICRO

Rack-scale compute

Liquid / air cooling

CLOUD PROVIDERS

Hybrid cloud

AI workloads

CHANNEL PARTNERS

Deployment

Integration

Managed services

TECHNOLOGY ECOSYSTEM

Security

Observability

IT operations

AUGUST 2026 ECOSYSTEM EXPANSION

Cisco expanded Secure AI Factory with NVIDIA through a partnership with Supermicro, adding high-

density liquid- and air-cooled compute and extending the architecture to enterprise, neocloud and

sovereign-cloud customers.

CISCO | AI INFRASTRUCTURE & NETWORKING GROWTH SALES PLAN

PARTNERS | 09

09 | PIPELINE DISCIPLINE

Enterprise Sales Pipeline

Create a measurable path from account selection through deployment and expansion.

TARGET

ACCOUNT

AI / NETWORK

OPPORTUNITY

TECHNICAL

ASSESSMENT

SOLUTION

DESIGN

PROOF OF

CONCEPT

PROPOSAL

CONTRACT

DEPLOYMENT

EXPANSION

QUALIFIED ACCOUNTS

Track by account, region and opportunity stage

AI OPPORTUNITIES

Track by account, region and opportunity stage

PIPELINE VALUE

Track by account, region and opportunity stage

INFRASTRUCTURE OPPORTUNITIES

Track by account, region and opportunity stage

SECURITY CROSS-SELL

Track by account, region and opportunity stage

CLOUD CONTROL OPPORTUNITIES

Track by account, region and opportunity stage

PROPOSAL CONVERSION

Track by account, region and opportunity stage

AVERAGE DEAL SIZE

Track by account, region and opportunity stage

ACCOUNT EXPANSION VALUE

Track by account, region and opportunity stage

CISCO | AI INFRASTRUCTURE & NETWORKING GROWTH SALES PLAN

PIPELINE | 10

10 | PERFORMANCE SYSTEM

Sales KPIs & 2026 Action Plan

Measure AI infrastructure growth while protecting the cross-sell and expansion engine.

AI INFRASTRUCTURE ORDERS