Cisco and NVIDIA have expanded their partnership to enable Splunk AI on-premises for customers who need to keep sensitive data off the cloud. This new solution, Cisco AI POD for Splunk, combines Cisco infrastructure, NVIDIA accelerated computing, and Kubernetes architecture to run AI workloads securely and efficiently within customers' own data centers. Additionally, Splunk introduces Agent Observability with Tokenomics to track AI agent performance and spending in real time, helping organizations manage costs and improve AI governance. The collaboration also includes enhancements for security operations centers to defend against AI-driven cyber threats, and a multi-year agreement with AWS to co-develop advanced AI security solutions.
As of Sep 15, 2026 21:42 WIB, Cisco Systems Inc (CSCO) shares are trading at USD 110.64, up 0.53% on the day, reflecting steady investor interest in its expanding AI and cybersecurity solutions. Nvidia Corp (NVDA), also a key player in AI infrastructure, is priced at USD 212.72 with a 0.83% gain, highlighting strong market confidence in its accelerated computing technology. Cisco's market cap stands at $433.92 billion, underscoring its significant presence in the technology sector.
Arista Networks and Cisco Systems both posted record AI-driven revenue growth, with Arista hitting $3.04 billion and Cisco nearly $9.8 billion in networking revenue. Arista benefits from focused AI fabric products and raised its 2026 outlook to $12.6...
Cisco Systems is poised for a comeback driven by AI infrastructure, with expected revenue rising from $4 billion in FY2026 to $7.5 billion in FY2027. Despite a recent 9% weekly pullback, shares remain up nearly 42% year-to-date, supported by strong Q...
Cisco Systems projects robust first-quarter growth with management guiding for 21% year-over-year revenue increase and 33% earnings per share growth. The company has a track record of beating estimates, showing accelerating revenue surprises and main...
Networking stocks Ciena and Arista rose 4% amid a tech rebound driven by strong AI data center spending. Ciena reported a 37% revenue increase and raised its 2026 guidance, supported by growing demand from cloud providers despite supply constraints. ...
Cisco's stock is benefiting from strong AI networking demand, but a new model predicts it won't reach $200 per share by 2031. The base case forecast estimates a share price of $177.67, representing a 56.35% return over five years. The company reporte...
