International Perspective · August 19, 2026
① Cisco Reports Record Q4 FY2026: Revenue $17.3B (+18% YoY), Hyperscaler AI Orders Hit $4B — Cisco reported Q4 FY2026 revenue of $17.3B (+18% YoY) and non-GAAP EPS $1.22 (+23%); hyperscaler AI infrastructure orders reached $4B in the quarter, with full-year FY2026 AI orders totaling $9.3B and FY2027 AI revenue guided to $7.5B. Networking product orders rose 40% YoY, the 8th consecutive double-digit quarter. FY2027 revenue guidance is $72.2-73.4B. (Cisco Investor Relations / PRNewswire)
② NVIDIA Spectrum-X CPO Switch Enters Full Mass Production, Commercializing Co-Packaged Optics [详见中文版] — Following its Computex 2026 announcement, NVIDIA's Spectrum-X ethernet silicon-photonics (CPO) switch confirmed full mass production in mid-August - the industry's first CPO-based ethernet switch in commercial volume, cutting required lasers to roughly one-quarter of prior pluggable designs. (IT之家 / NVIDIA)
③ Broadcom VMware Explore 2026 Sharpens Private-AI-Cloud Strategy for the Enterprise — At VMware Explore 2026 (Aug 17), Broadcom unveiled technical sessions, labs and certifications aimed at arming IT practitioners for the 'Private AI Cloud Era', reinforcing its integrated software-plus-silicon stack for enterprise AI deployment. (Broadcom Investor Relations)