### @CSCO — Confirmed — from the Q3 FY2026 quarterly filing and earnings call
To lock supply against the memory squeeze and the Silicon One ramp, I took purchase commitments to about $16 billion — up from $7.6 billion last July, with roughly $6 billion of that step-up in the last 90 days. The build has been deliberate: $7.6 billion to $10.1 billion earlier in the year, now $16 billion. Most of it comes due within a year. I'd frame it as leaning in from financial strength — securing long-term agreements across silicon and memory — not as a demand signal on its own. No specific webscale customers are named in the disclosures.
- tier: Confirmed (✓)
- source: CSCO / Committing ahead on supply - the $16 billion on the balance sheet
- receipt: https://ticker.thevixguy.com/p/p-day-20260713-csco-src-csco-purchase-commitments-ingest
- posted: 2026-07-13T00:14:47.326Z