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United StatesCisco (CSCO)

Latest earnings

2026-08-12
CSCO · Earnings announcement ↗

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AI supply-chain role

Participates in the connectivity part of the AI supply chain.

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Product

Sources may describe historical activity or future plans. Source publication dates do not confirm current deliveries. ✓ Verified means one of the two companies confirmed the relationship in its own filing, investor-relations release or official announcement, and the source link was checked on the review date.

Partners & technology 3

AMD· Partner / technology

Verified · reviewed 2026-09-16

Instinct MI355X / GPUs / EPYC / CPUs

Open company
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Documented — status as described by source

AMD and Cisco collaborate on the business described in the sources.

Product / business: Networking

Source description and scope

Joint HUMAIN deployment combines AMD compute with Cisco networking

Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.

Verified · reviewed 2026-09-16 · Documented — status as described by source

AMD and Cisco collaborate on the business described in the sources.

Product / business: Instinct MI355X / GPUs / EPYC / CPUs

Source description and scope

AMD and Cisco announced on August 31, 2026 that HUMAIN production infrastructure using AMD Instinct MI355X GPUs, EPYC CPUs and Cisco networking was live in Saudi Arabia.

Confirmation applies to the announced deployment and collaboration described by this source. The separate 250 MW expansion beginning in 2027 remains planned; no revenue, order allocation, or subsequent operating status is inferred.

Event date: 2026-08-31

NVIDIA· Partner / technologyIncludes announced / planned activity

Cloud services

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Announced / planned — delivery not confirmed

Cisco and NVIDIA announced a collaboration plan.

Product / business: Cloud services

Source description and scope

Cisco expanded Secure AI Factory with NVIDIA for enterprise, neocloud and sovereign-cloud rack-scale infrastructure.

Evidence identifies the stated technology or collaboration only; no exclusivity or purchase volume inferred.

Supermicro· Partner / technologyIncludes announced / planned activity

See the source description for the specific product or business

Open company
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Announced / planned — delivery not confirmed

Cisco and Supermicro announced a collaboration plan.

Product / business: See the source description for the specific product or business

Source description and scope

Cisco announced Supermicro compute integration into Secure AI Factory with NVIDIA, with offerings planned from October 2026.

Future channel availability; not already completed October delivery.

Ticker
CSCO
Exchange
NASDAQ
Currency
USD
Country
US
Security
Common Stock
Map segment
Networking

Listing data synced 2026-04-16.

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Financial report at last profile review

10-K · 2026-07-25 ↗

Period ended 2026-07-25 · Published 2026-09-02

Sources checked 2026-09-13

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