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Cisco Expands its AI Data Center Play

At Cisco Live 2025 in San Diego, Cisco unveiled an expanded portfolio of data center technologies, partnerships, and services aimed at powering the next wave of AI deployments—from hyperscale operators to emerging neocloud providers and enterprise IT. The launch builds on Cisco’s longstanding partnership with NVIDIA and responds to surging demand for AI-ready infrastructure that is secure, scalable, and operationally efficient. Cisco confirmed it has already exceeded $1 billion in AI infrastructure orders from hyperscalers in fiscal 2025, one quarter ahead of schedule.

Cisco and NVIDIA have worked closely for years to develop and validate joint solutions combining Cisco’s networking, compute, and security platforms with NVIDIA’s GPUs and AI software stack. In 2023, the companies announced their first collaborative reference designs for AI infrastructure, and earlier this year they co-developed the Cisco Secure AI Factory for NVIDIA, integrating Cisco UCS servers, Nexus switches, AI Defense, and Hypershield with NVIDIA NIM and NeMo microservices. At Cisco Live 2025, the companies showcased their first technical demonstration of Spectrum-X Ethernet networking using Cisco Silicon One G200-based switches and NVIDIA NICs, supporting both NX-OS and SONiC environments.

“The world is moving from chatbots intelligently answering our questions to agents conducting tasks and jobs fully autonomously. This is the agentic era of AI,” said Jeetu Patel, EVP and Chief Product Officer at Cisco. “As billions of AI agents begin working on our behalf, the demand for high-bandwidth, low-latency, and power-efficient networking will soar. Cisco is at the forefront, delivering advanced, secure networking technology that’s foundational to the AI-ready data centers of the future.”

Cisco’s latest infrastructure upgrades span AI workload optimization, fabric convergence, operational simplicity, and security integration. The new Unified Fabric Experience converges ACI and NX-OS VXLAN EVPN environments into a single fabric with unified control, data, and policy planes. The Nexus Dashboard, updated for July 2025, now provides a single-pane-of-glass view across LAN, SAN, IPFM, and AI/ML fabrics.

For real-time AI workload management, Cisco Intelligent Packet Flow dynamically steers traffic across congested network paths based on telemetry and GPU workload awareness. Customers gain end-to-end visibility across AI clusters, enabling proactive issue detection. Combined with Cisco’s AI Defense and Hypershield security platforms, enterprises can now deploy and safeguard AI workloads built on open models.

Other notable announcements:

Cisco is also staking a leadership role in the emerging neocloud market—GPU-as-a-service and AI IaaS providers built from the ground up to meet AI demand. These providers are building next-gen data centers with Cisco’s networking, compute, observability, and security stack as a foundation.

Key partnerships announced:

Other major Cisco product updates and milestones include:

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