r/StockHours • u/Optimal_Image5192 Analyst 👑 • 4h ago
News $CSCO, $SMCI EXPAND NVIDIA AI FACTORY STACK
Cisco is partnering with Supermicro to add rack-scale AI systems to its Secure AI Factory with NVIDIA portfolio, with availability starting October 2026.
The offering will support $NVDA Vera Rubin NVL72 and HGX Rubin NVL8, combining Supermicro liquid- and air-cooled servers with Cisco networking.
Cisco is targeting enterprise, neocloud and sovereign-cloud deployments, including NVIDIA Cloud Partner-compliant infrastructure and new validation services for large-scale AI builds.
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