Cisco and NVIDIA Expand AI Factory with Rack-Scale Computing to Meet Surging AI Data Center Demand
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New Cisco Secure AI Factory with NVIDIA: Built for Rack-Scale Era
Earlier this week, we announced that we're expanding the Cisco Secure AI Factory with NVIDIA with new rack scale and high-density compute options, including support for NVIDIA Vera Rubin NVL72 and NVIDIA HGX Rubin NVL8 and featuring Cisco AI Networking spanning both Cisco Silicon One and NVIDIA
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Exclusive: Cisco expands Nvidia partnership for AI data center boom
Why it matters: Cisco is leaning into its AI infrastructure business, betting that compute demand is not slowing any time soon. Driving the news: Cisco is working with Supermicro to add high-density, liquid- and air-cooled computing systems to its Secure AI Factory with Nvidia, the company told
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More Than Rack-Scale Compute: Operationalizing AI at Scale
The AI infrastructure that provides the lowest cost per token is the AI infrastructure waiting to be used. We've spent a lot of time over the last two years in rooms where the same thing happens. A team shows a genuinely impressive AI pilot. Everyone nods. Then someone asks what it takes to run
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Nvidia's next multibillion-dollar market: Breaking the AI factory out of the data center
Nvidia's next multibillion-dollar market: Breaking the AI factory out of the data center Nvidia's first AI infrastructure boom concentrated enormous amounts of compute. The next opportunity will be distributing it through high-speed network fabrics. Everyone knows that I love stories that connect
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The network becomes the computer as Cisco and Nvidia accelerate AI factory rack-scale
The network becomes the computer as Cisco and Nvidia accelerate AI factory rack-scale The first phase of the generative artificial intelligence infrastructure boom was defined by a race for graphics processing units. The next phase will be defined by what happens after those GPUs arrive. As the
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Cisco expands rack-scale secure AI factory infrastructure for neocloud and sovereign clouds
Cisco expands rack-scale secure AI factory infrastructure for neocloud and sovereign clouds Cisco Systems Inc. today introduced an expansion to its current lineup of rack-scale artificial intelligence solutions for massive AI workloads in secure AI factories, addressing growing needs for massive
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Nvidia AI Chips Are Driving the Liquid Cooling Boom - Cisco Systems (NASDAQ:CSCO), NVIDIA (NASDAQ:NVDA)
Nvidia's AI Chips Are Making Liquid Cooling the New Standard as Cisco Expands Its AI Bet Nvidia Corp's (NASDAQ:NVDA) next AI breakthrough may not be inside its chips -- it could be in how they're cooled. Cisco Systems, Inc's (NASDAQ:CSCO) latest expansion of its AI infrastructure partnership with
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AI factories enter the execution era as Cisco and NVIDIA push rack-scale systems into production - SiliconANGLE AI infrastructure enters the execution era
AI factories enter the execution era as Cisco and NVIDIA push rack-scale systems into production The artificial intelligence infrastructure market is crossing an important threshold. The conversation is shifting from acquiring graphics processing units to building complete AI factories that can
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Cisco Expands Rack-Scale AI Computing With Nvidia, Supermicro - Cisco Systems (NASDAQ:CSCO)
Cisco Systems, Inc. (NASDAQ:CSCO) announced Tuesday an expansion of its Secure AI Factory offering with Nvidia Corp. (NASDAQ:NVDA) through a new partnership with Super Micro Computer, Inc. (NASDAQ:SMCI). The collaboration introduces end-to-end, rack-scale AI computing solutions that incorporate
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Cisco just broke its biggest hardware rule to chase the AI boom
Cisco Systems Inc. (CSCO) has built its reputation on the routers and switches that move data between machines, not the machines themselves. This week the company crossed that line. It is now selling AI server hardware directly, through a new partnership with Super Micro Computer Inc. (SMCI), a
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Rack-scale AI: Cisco, Nvidia expand secure AI factory
Nvidia and Cisco push the enterprise AI factory into the rack-scale era The Cisco Secure AI Factory with Nvidia has been extended into the rack-scale era, offering enterprises greater full-stack operational capabilities as a result. Designed to give customers a framework for deploying artificial
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Cisco partners with Supermicro to expand AI infrastructure By Investing.com
SAN JOSE, Calif. - Cisco Systems Inc. (NASDAQ:CSCO) announced Monday a partnership with Supermicro to add rack-scale AI computing solutions to its Secure AI Factory with NVIDIA portfolio. The partnership will enable Cisco to offer Supermicro's liquid- and air-cooled server systems as part of its
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Cisco and Nvidia take AI factories from rack to runtime
AI factories are moving from ambitious plans toward production, but the path from graphics processing unit acquisition to usable systems remains a race against time. Neoclouds already have customers waiting for capacity, enterprises are looking to bring inference workloads closer to home and
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Cisco Partners with Super Micro on Nvidia-Equipped Computing Systems
Cisco Systems is partnering with Super Micro Computer to put more processing power into its flagship AI architecture that is equipped with Nvidia's chips. The company said Tuesday that it would start using Super Micro's liquid-cooled hardware to help customers run massive AI models. Doing so can
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Cisco is expanding its Secure AI Factory with NVIDIA through a partnership with Supermicro, adding high-density, liquid and air-cooled computing systems. The move positions Cisco to capitalize on the AI infrastructure boom, with its stock up nearly 45% year-to-date as investors view the company as a key beneficiary of the physical AI buildout.
Cisco Expands AI Infrastructure Portfolio with Supermicro Partnership
Cisco is expanding the Cisco Secure AI Factory with NVIDIA by partnering with Supermicro to deliver rack-scale AI infrastructure, including liquid and air-cooled systems designed for high-density training, inference, and agentic workflows
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. The systems will support NVIDIA's next-generation platforms, including NVIDIA Vera Rubin NVL72 and NVIDIA HGX Rubin NVL8, and are expected to become available in October2
. Cisco will sell the compute alongside its networking, security and observability products as a pre-validated system designed to make massive GPU clusters easier to deploy2
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Source: SiliconANGLE
Operationalizing AI at Scale Through Validated Infrastructure
The expanded Cisco Secure AI Factory with NVIDIA addresses a critical gap between AI pilots and production environments. Through Cisco Validated Infrastructure Services (CVIS), customers receive a complete evidence package and end-of-test report documenting the as-built configuration, test results, and conformance to NVIDIA Cloud Partner Reference Architecture (NCP RA)
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. Cisco is the only NVIDIA technology partner to utilize its own networking switches and network operating system in an NCP-compliant solution, featuring Cisco Nexus One built on Cisco Silicon One and NVIDIA Spectrum-X Ethernet switch silicon3
. The architecture integrates Cisco AI Defense, Hybrid Mesh Firewall, and Cisco Cloud Control with AgenticOps to provide security and unified management from day one1
.Cisco Bets Big on AI Production Infrastructure
Cisco President and Chief Product Officer Jeetu Patel told Axios that the company is positioning itself as "the critical infrastructure for the AI era," supporting every architectural variance whether customers use frontier models powered by hyperscalers, open-weight models, or build on-premises
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. The strategy has paid off for investors. Cisco has largely escaped the "SaaSpocalypse" that hammered software stocks, with the company's stock up nearly 45% year-to-date as investors increasingly view Cisco as a beneficiary of the physical AI buildout2
. The expansion pushes Cisco deeper into a market where partners like hyperscalers and even NVIDIA itself are formidable competitors, though Patel downplayed that tension, saying competitive areas remain small relative to where the companies complement each other2
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Source: Axios
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From GPU Acquisition to Token Production Era
The AI infrastructure landscape is shifting from a GPU acquisition cycle to an AI production cycle, where success is measured by time to first token, tokens per second, tokens per watt, and continuous token production
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. NVIDIA's Marc Hamilton describes the AI factory as a "five-layer cake" spanning the physical data center, chips, AI infrastructure, models and applications, emphasizing that the entire system must be built and tested end-to-end for optimization5
. NVIDIA's Gilad Shainer highlighted that Spectrum-X inside Cisco systems delivers an AI-optimized fabric with the operating model that enterprise networking already runs on5
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Source: SiliconANGLE
Solving the Edge Paradox for Distributed AI Training and Inference
A critical challenge facing AI infrastructure expansion is the Edge Paradox: approximately 30 gigawatts of aggregated power capacity sits fragmented across telecom central offices, industrial campuses, and enterprise data centers, but typical facilities are thermally and electrically capped at roughly 30 kW to 50 kW per rack
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. Modern NVLink-scale architectures require up to 140 kW or more of power density inside a single physical rack, creating a structural impasse4
. The solution involves disaggregating that compute envelope across four or five 30 kW physical racks and interconnecting them with high-speed networking scale-up fabric using optical interconnects4
. This approach enables net-new enterprise and distributed deployments that would otherwise be impossible, particularly for sovereign clouds, neoclouds, and large enterprises standing up capital-intensive AI capacity1
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