Cisco Surpasses $1B AI Order Target Early with Q3 AI Bookings Above $600M
CSCO•Cisco booked AI orders over $300M in Q1, $350M in Q2 and $600M in Q3 of fiscal 2025, hitting its $1B web-scale AI order target a quarter early. Management said constrained supply—not weak demand—was the only bottleneck as hyperscale customers committed to buying more with greater capacity.
1. Accelerating AI Order Growth
Cisco booked more than $300 million in AI infrastructure orders in Q1 of fiscal 2025, surpassed $350 million in Q2 and exceeded $600 million in Q3, highlighting strong web-scale customer demand across consecutive quarters.
2. Early Target Achievement
The company set a goal of $1 billion in AI orders from its web-scale clients for fiscal 2025 and achieved that milestone a full quarter ahead of schedule following robust Q3 bookings.
3. Supply Bottleneck Signals
Executives noted that customer appetite for AI gear was outstripping Cisco’s production capacity, with hyperscale customers indicating they would purchase additional equipment if the company could increase supply.
