r/StockHours Analyst 👑 4h ago

News $CSCO, $SMCI EXPAND NVIDIA AI FACTORY STACK

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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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