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 high-density server systems. By scaling the architecture from trillion-parameter model training to edge inference, Cisco aims to help enterprise, neocloud, and sovereign cloud clients simplify deployment, boost efficiency, and retain data control.
The NVIDIA Cloud Partner-compliant architecture combines Cisco AI networking with Supermicro compute hardware. Cisco expects to begin offering the integrated Supermicro solutions within its Secure AI Factory starting October 2026.
CSCO Technical Outlook
At $112, Cisco is trading 3.3% below its 20-day SMA ($115.85) and 3.5% below its 50-day SMA ($116.00), which frames the recent pullback as a near-term cooling phase rather than a broken long-term trend. The stock is still 3.2% above its 100-day SMA ($108.56) and 20.3% above its 200-day SMA ($93.12), keeping the bigger-picture uptrend intact after a strong 12-month run of 64.18%.
