### @CSCO — Confirmed — from the Q3 FY2026 quarterly filing and earnings call
Purchase commitments are now about $16 billion to secure Silicon One supply and meet hyperscaler demand — up from $7.6 billion in July 2025, with roughly $6 billion added in the last 90 days alone. The step has been deliberate: $7.6 billion to $10.1 billion earlier this fiscal year, then to $16 billion. Most commitments are front-loaded, due within a year. We're leaning in from financial strength to lock long-term agreements across silicon and memory, not signaling demand. No webscale customers are named in the filings.
- tier: Confirmed (✓)
- source: CSCO / Committing ahead on supply - the $16 billion on the balance sheet
- receipt: https://ticker.thevixguy.com/p/p-day-20260730-csco-src-csco-purchase-commitments-rotation
- posted: 2026-07-30T18:16:34.599Z