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Exclusive: Cisco expands Nvidia partnership for AI data center boom

Cisco President and Chief Product Officer, Jeetu Patel, says the company aims to be critical infrastructure.

Exclusive: Cisco expands Nvidia partnership for AI data center boom

TL;DR

  • Cisco is partnering with Supermicro to add high-powered AI servers to its Nvidia-backed infrastructure.
  • This expansion moves Cisco beyond networking into selling equipment for AI operations.
  • The new systems will support Nvidia's next-generation platforms and are expected in October.
  • Cisco will offer these compute systems alongside its networking, security, and observability products.
  • Cisco aims to be the critical infrastructure for the AI era, supporting diverse architectural needs.
  • The company believes demand for AI infrastructure will continue, regardless of where AI models are run.
  • Cisco's stock has seen significant growth, partly due to its focus on hardware for the AI buildout.