And the reality is, is that they have special clauses in their contracts that give them most favored nation status when we’re actually making shipment decisions, and certainly with the Department of Defense, we prioritize them during the supply chain crisis. So they never had a big influx, they had a very steady flow of products across, which explains why their order numbers look fairly normal. The third point I’d say is that we noticed a serious uptick in Q1 in our Transactional Advanced Services, which is loosely translated to be implementation services, where that grew almost 20% and the forecast for Q2 is almost double-digits again. So it’s clear that customers are asking us to come help them get this done. And I’ll give you one final subjective data point and then I’ll talk about the AI stuff.
We had one big partner tell us that they will have literally hired 200 people in the last 90-days, solely focused on implementing technology for their customers. So there is just so many things that we’ve learned over the last 90-days. Clearly, this surprised us. But I think we feel pretty good right now. I’ll make a comment about why I don’t think it’s macro, candidly it might have been easier for me to say it was macro. But as we’ve discussed prior, we have — the traditional service provider has been tough and it remains that way. We’ve talked about elongated sales cycle, they remain. We’ve talked about, in some cases, the need for extra signatures, which is pretty normal, that’s remained. But we didn’t see it get materially worse in the quarter.
And so all of that — and I’m sorry for the long answer, but I wanted to be thorough, all of that is really what led us to believe this — that this is a consumption issue with our customers. So I’m going to pause there, and then I’m going to answer your AI question. What we gave last time was orders to-date. We have taken orders for over $500 million. For infrastructure to support AI networks, AI GPUs inside the cloud players. Then — and I’ll talk a little bit more about that in a moment. The numbers that we gave today is a forward-looking set of numbers. Let’s say, in fiscal year ‘25, which is when we said, we believe that the broad ethernet build-out would occur underneath GPUs. We have already seen — we have line of sight to $1 billion plus of orders that our teams feel pretty good that we’re going to get and/or we’ve been designed in already.
So that’s just sort of a forward-looking set of orders that we’ve identified for fiscal ‘25, okay. I will also just cover real quickly, we are now — we now have our ethernet fabric deployed underneath GPUs in three of the four Hyperscalers, major Hyperscalers in the United States. We also are working very closely with AMD, Intel and NVIDIA, to create solutions including ethernet technology’s GPU-enabled infrastructure joint — jointly tested and validated reference architectures. And I will say even this week, yesterday, Jensen from NVIDIA and four of his — four, five of his executives came over to see us and we spent 90 minutes together with my executive team. And we believe we have a great opportunity to actually build some integrated solutions between our technology and their technology to actually take to the enterprise.
So we’re beginning to see the use cases in the enterprise evolve. And we think that partnership with NVIDIA, in that case, with our underlying technology and our strength of go to market, we think will be a winning combination. So we’re working on that as well. So there’s a lot going on in the AI space.
Sami Badri: All right. Thank you, Amit. Michelle, next question.
Operator: Thank you. Simon Leopold with Raymond James. You may go ahead.
Simon Leopold: Thanks for taking the question. I wanted to see if maybe you’d be willing to unpack the networking segment a little bit in terms of the trends. And really what I’m trying to get at is, understand sort of what’s doing better, what’s doing worse, and in that I suspect it’s datacenter bounced us pretty good whereas maybe campus is a bit weaker and declining. And that hopefully during this transition to the new segmentation, if you could give us a little bit more color within networking? Thank you.
Chuck Robbins: Hey, Simon, thanks for that. I would say the bigger variance that we’re seeing, I mean, right now, obviously the demand signal is little bit tough because of the amount of inventory that’s out in the field and that we have normalized lead times at this point. We knew that would happen sometime in the first half. That’s now happened. Our lead times are back to where they were pre-pandemic. And our backlog has shipped. The supply chain team has done a terrific job getting product out the door. That’s what’s kind of moved the bottleneck from our level down to our customers’ level. But when you start to unpack within networking, we’re not seeing at this point, a huge difference between, for example, datacenter or campus networking.
But what we are seeing is a little more field-based inventory on wireless access points. That’s been slightly slower than what we’ve seen. It just because of the amount of product that’s been shipped out than what we’ve seen in the rest of the networking.
Simon Leopold: Thank you very much.
Sami Badri: All right. Thank you, Simon.
Chuck Robbins: Yes. Thanks, Simon.
Sami Badri: All right. Michelle, next question.
Operator: Ben Reitzes with Melius Research. You may go ahead, sir.
