FY2026 revenue guidance raised to $12.6 billion, 40% growth, on improved supply-chain capacity and broad demand conversion.
Scale-across AI networking expected to capture about $1.2 billion in 2026 as distributed AI clusters expand.
One or two additional customers expected to exceed 10% of revenue in 2026.
Santa Clara expanded facilities construction expected to complete by end of fiscal 2026.
1.6-terabit AI switching trials begin in second-half 2026, with production scale in 2027.
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