Latest news with #SiliconOne
Zawya
4 days ago
- Business
- Zawya
Cisco powers AI-ready data centers, from hyperscale to enterprise
Cisco accelerates AI adoption with seamless infrastructure solutions -- expanded AI PODs, centralized management via Unified Nexus Dashboard, and the first integration demonstrating NVIDIA Spectrum-X Ethernet networking based on Cisco Silicon One, enabling efficient and confident AI workload deployment. Strategic partnerships with neocloud providers position Cisco as a leader in next-gen AI infrastructure, with secure networking as a cornerstone of AI innovation. Cisco's Agile Services Networking redefines networks for the AI era, enabling service providers to modernize infrastructure, monetize AI-driven services, and deliver reliable, high-performance connectivity for AI applications. Dubai, UAE — Today Cisco (NASDAQ: CSCO) unveiled groundbreaking innovations to simplify, secure, and future-proof data centers, empowering organizations to scale their AI ambitions with confidence. Cisco's leadership in hyperscale and AI infrastructure-as-a-service markets demonstrates the foundational role that secure, resilient networking plays in today's data center architecture. In Q3 FY25, Cisco notably surpassed its annual target of $1 billion in AI infrastructure orders from hyperscalers a full quarter ahead of schedule. Building on this momentum, Cisco's latest innovations enable enterprises and service providers to continue to accelerate the transformation of their infrastructure for the AI era. These innovations underscore Cisco's unique position as a trusted partner for hyperscale builders, neocloud providers, enterprises, and service providers, enabling the entire ecosystem to evolve and meet the demands of AI-driven workloads. "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, President and Chief Product Officer, Cisco. 'As billions of AI agents begin working on our behalf, the demand for high-bandwidth, low latency and power efficient networking for data centers will soar. Cisco is at the forefront, delivering advanced, secure networking technology that's foundational to the AI-ready data centers of the future.' 'The criticality of secure connectivity becomes more apparent as AI use expands across the enterprise,' said Matt Kimball, Moor Insights & Strategy. 'Cisco's ability to deliver AI-ready infrastructure to its customers, along with its investment in AI-enabled operations differentiates the company. It is this kind of partner and customer-first thinking that leads to AI-powered tools that abstract the complexity associated with deploying and managing AI infrastructure. AI reaching its full potential is dependent on a resilient network on which partners build and deliver solutions and services." Simplifying, Securing, and Modernizing Enterprise AI Infrastructure Enterprises need to evolve and build out their current infrastructure to support their unique AI workloads, all without adding complexity or sacrificing safety and security. Cisco provides enterprise customers with new solutions to modernize their data centers, including hardware innovation and more powerful, simplified management capabilities. Cisco is also continuing to build on its relationship with NVIDIA to deliver validated infrastructure solutions, and to provide a safe and secure foundation for AI agents built with open models. New innovations include: New Unified Fabric Experience with Nexus: Customers will be able to simplify network operations and enhance operational efficiency across environments, converging ACI and NX-OS VXLAN EVPN fabrics with unified data, control, policy enforcement, and management. The Unified Nexus Dashboard consolidates services across LAN, SAN, IPFM, and AI/ML fabrics into a single pane of glass. These capabilities will be available in the next Nexus Dashboard release in July 2025. Maximize AI Networking Performance: Customers can optimize AI workload operations with Cisco Intelligent Packet Flow. Available today, it dynamically steers traffic using real-time telemetry and congestion awareness across AI fabrics. With 'end-to-end" visibility across networks, GPUs, and distributed AI jobs, more issues are detected proactively. Additionally, Cisco and NVIDIA showed progress towards a unified architecture; at Cisco Live, the companies showcased the first technical integration of Cisco G200-based switches and NVIDIA NICs, demonstrating NVIDIA Spectrum-X Ethernet networking based on Cisco Silicon One that supports NX-OS, Nexus Hyperfabric AI and SONiC deployments. Expanded AI PODs: New configurable AI PODs enhance flexibility and scalability for diverse AI workloads, including training and fine-tuning. Cisco also continues to align with NVIDIA's innovation timeline; the NVIDIA RTX PRO 6000 Blackwell Server Edition GPU is now available to order with Cisco UCS C845A M8 servers. Together, the companies continue to work towards delivering validated solutions as part of the Cisco Secure AI Factory with NVIDIA Enabling Safe, Secure AI Adoption with NVIDIA: Cisco AI Defense and Cisco Hypershield provide visibility, validation and runtime protection of the end-to-end enterprise AI workflow, and are now included in the NVIDIA Enterprise AI Factory validated design. With AI Defense, enterprises can secure AI agents built with leading open models and optimized with NVIDIA NIM and NeMo microservices. Optics for Simple Upgrades: New 400G bidirectional (BiDi) optics enables customers to easily transition to 400G networks while preserving their existing duplex multi-mode fiber infrastructure ensuring cost efficiency, scalability and enhanced data center performance. The new optics will be available in the second half of the calendar year 2025. Building Up a New Neocloud Market As demand for AI-powered outcomes continues to increase, organizations are exploring new ways to scale quickly and stay adaptable, leading to the emergence of new GPU-as-a-service and Infrastructure-as-a-service providers – a new Neocloud market. Cisco, building on its expertise in designing and building some of the world's largest networks for global service providers, is playing a leading role in helping these providers establish their footprints. Announced partnerships include: HUMAIN: Saudi Arabia's new AI enterprise is working with Cisco to help build the world's most open, scalable, resilient and cost-efficient AI infrastructure using Cisco Nexus, UCS, Hypershield and Splunk. G42: The UAE-based global technology group announced a strategic collaboration with Cisco, laying the groundwork to advance AI innovation and infrastructure development across public and private sectors. Stargate UAE: Cisco joined the Stargate UAE consortium as a preferred technology partner, providing advanced networking, security and observability solutions to accelerate the deployment of next-generation AI compute clusters. Setting Up Service Providers for Success in the AI Era Cisco's Agile Services Networking architecture is designed not just to handle the increase and change in network traffic characteristics of AI, but also to fundamentally shift service providers' network architectures so they can support and monetize new kinds of services. New innovations include: New Devices: New converged access and edge router devices, powered by Cisco Silicon One. These devices expand the Cisco 8000 series portfolio, which has allowed service providers to reach new levels of network efficiency and functionality. Agentic AI For Service Providers: A new multi-agentic framework for Cisco Crosswork Network Automation with AI capabilities to help accelerate operations and decision-making. This framework allows service providers to solve their most complex challenges through Cisco-built and customer-built AI agents, all working together towards a vision of autonomous networking. Non-terrestrial (satellite) Networking: Seamless integration between terrestrial and satellite networks. This architecture supports robust service assurance, dynamic resource allocation, and new monetization opportunities in remote, underserved sectors like maritime, aviation, IoT, and disaster response. Additional Resources: Executive Blog Post: Reinventing Infrastructure for the Next Wave of AI at Cisco Live Executive Blog Post: Evolving AI-Ready Data Centers with Cisco Full Stack Solutions and Pervasive Security Executive Blog Post: Expanding the Edge of Possibility: Cisco Agile Services Networking for the AI Era Visit the Cisco Newsroom for all Cisco Live 2025 announcements. Cisco Customer Experience helps customers get more from their technology investments. Cisco Capital payment solutions provide choices - ways to pay for your technology in more than 100 countries. Support AI-ready outcomes with new skills training in Cisco U. About Cisco Cisco (NASDAQ: CSCO) is the worldwide technology leader that is revolutionizing the way organizations connect and protect in the AI era. For more than 40 years, Cisco has securely connected the world. With its industry leading AI-powered solutions and services, Cisco enables its customers, partners and communities to unlock innovation, enhance productivity and strengthen digital resilience. With purpose at its core, Cisco remains committed to creating a more connected and inclusive future for all. Discover more on The Newsroom and follow us on X at @Cisco. Cisco and the Cisco logo are trademarks or registered trademarks of Cisco and/or its affiliates in the U.S. and other countries. A listing of Cisco's trademarks can be found at Third-party trademarks mentioned are the property of their respective owners. The use of the word 'partner' does not imply a partnership relationship between Cisco and any other company. Futures Disclaimer: Many of the products and features described herein remain in varying stages of development and will be offered on a when-and-if-available basis. The delivery timeline of these products and features is subject to change.
Time of India
4 days ago
- Business
- Time of India
Countries eyeing own data centres for security, economics in AI age: Cisco's Jeetu Patel
NEW DELHI: The San Jose-based Cisco Systems is optimistic about an AI-centric infrastructure portfolio to power next-generation data centres. In a bid to outdo rivals such as Hewlett-Packard Enterprise (HPE), Juniper Networks, Broadcom, and Accenture, it has recently unveiled a range of products and unified its portfolio, representing a consequential shift backed by AI. The multinational said that it is reinventing infrastructure for the next wave of AI and aims to future-proof the workplace with AI-powered hyper-connectivity. In an interaction with ETTelecom's Muntazir Abbas, Cisco President & Chief Product Officer Jeetu Patel talks on AI-centric data centre infrastructure, security portfolio, optics business, and telco partnerships, as well as collaborations with Nvidia and OpenAI. Edited excerpts: You have a bouquet of offerings, and how does artificial intelligence (AI) fit into it? We are moving from a world where people were asking questions intelligently to chatbots. The infrastructure requirements are going to change quite dramatically. If you think about AI, it's constrained by compute power and network bandwidth. People need to trust AI to be able to use it. So, safety and security are a big deal because you must ensure effective guardrails. We help with all of it. Our portfolio spans across compute, networking, security, optics and observability and data businesses. What are the data centre trends? There are massive build outs happening in data centres worldwide. These buildouts are happening at a scale proportion that is in the tens of gigawatts of capacity. Trillions of dollars will be spent by countries, and these data centers will also have a data sovereignty dimension to it. Countries will want to have their own data centers and availability for infrastructure, and it is going to have a direct correlation with national security and economic prosperity because of AI. So, every single invention that we are focused on and every single announcement we make will be towards helping our customers move to the journey of agentic AI. And on the data center side, we will be helping hyperscalers , neoclouds, service providers and enterprises. What is the portfolio you have for data centers? Our networking portfolio includes Nexus switches, and it starts with Silicon One. We make our own silicon, and then we make the systems on top of the silicon. We tie our Nexus dashboard and ACI infrastructure for fabric management together. We'll make it simpler to manage. We also have our optics business and optical systems. We provide service providers with ultra long-haul optics. Inter-cluster communication with Ethernet also used in Cisco. We do both front end and back end. What's the kind of opportunity that you are looking at, especially in the data center business? The opportunity is humongous. We had some partnerships that we announced with the Saudi government and the Humain Project. We are doing a similar effort with the UAE and Abu Dhabi. We are also working very closely with G42. We'll make sure that we build out a tremendous amount of data center capacity. We are partnering with Nvidia, AMD, and OpenAI. Then, I think that ideally it becomes a blueprint that we can use in multiple parts of the world as well. We provide some of these technologies for data center build outs anywhere in the world. I think the data center business is going to be one of the fastest-growing businesses for us. It'll also include security baked into the fabric. We have a partnership with Nvidia, for NIMS architecture, with the NEMO framework, our AI defense, which is our safety and security product, will be used to make the models safe and secure. Are you also partnering with telecom service providers for optical systems? We have recently launched Agile Services Networking, which is a kind of interoperable framework. We have also announced a few Cisco 8000 series routers over there as an upgrade. We have got ultra-long-haul optics so that we can cover data center interconnects up to 3000 kilometers. We have mid-range optics, long-haul optics, ultra-long-haul optics. We've got the ability to have assurance for service providers with ThousandEyes. We are doing a lot with telco service providers. Any update on working with Jio, the largest telecom carrier in India? The combination of our technology and theirs, is coming together and that is going as per the plan. Do you have a similar partnership with Bharti Airtel? Yes. I feel there is a tremendous amount of good execution consistency with Airtel. The teams are working well together. We will continue to keep progressing on that front. Earlier, you talked about AI as a shield to protect. What are your offerings as enterprises are evolving? We have an update across all our products. If you think about using AI for cyber defense, think about Hypershield as a product. We have announced a hybrid mesh firewall. It's baked with AI. We are also securing AI itself. Our AI Defense product will then make sure that it has the right level of capabilities to protect the application. Any update on the Indian manufacturing side? It is going as per the envisaged plan and is progressing well.
CNBC
15-05-2025
- Business
- CNBC
Wells Fargo upgrades this tech stock after an earnings beat, sees strong AI momentum
Emerging artificial intelligence opportunities could push Cisco higher, according to Wells Fargo. Analyst Aaron Rakers upgraded the technology stock to overweight from equal weight. He also lifted his his price target to $75 from $72, signaling 22% upside. Rakers pointed to accelerating AI momentum and diversification for the company as one driver for his rating change. Exiting its fiscal third quarter, Cisco already managed to surpass its $1 billion cumulative order target for the fiscal year. With this, the company could continue to diversify into other AI opportunities, such as large-scale sovereign AI opportunities and long-term traditional enterprise adoption. "We also see Cisco as well-positioned for longer-term enterprise AI (hundreds of millions); NVIDIA alignment a differentiator," he wrote. "With this, we think investor sentiment will become increasingly positive on Cisco's internal Silicon One competitive positioning." Cisco's orders have also grown at a solid pace this year. Rakers believes that the company could return to a higher valuation once investors completely factor in this AI traction plus increasing confidence in returning to sustained growth. "With increasing confidence in a normalizing order growth recovery, we see Cisco as presenting a continued EPS upside + value rerate story," the analyst wrote. Rakers also highlighted its mature subscriptions base, now estimated at 56% of Cisco's total revenue and more than 40% of its total product revenue. He added that Cisco also has the ability "capitalize on a broadening enterprise campus/branch networking upgrade cycle." The upgrade comes after Cisco report fiscal third-quarter results that beat analyst expectations, sending shares higher by 4%. Year to date, the stock has climbed more than 3%. CSCO YTD mountain CSCO year to date Analysts are somewhat split on the stock. Of the 24 who cover Cisco, 13 rate it a buy or strong buy, according to LSEG. Another 11 have a hold rating on shares.
Yahoo
14-05-2025
- Business
- Yahoo
The Zacks Analyst Blog Highlights Cisco Systems, NVIDIA and ServiceNow
Chicago, IL – May 13, 2025 – announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Cisco Systems CSCO, NVIDIA NVDA and ServiceNow NOW. Cisco Systems is set to release its third-quarter fiscal 2025 results on May 14. The company anticipates third-quarter fiscal 2025 revenues between $13.9 billion and $14.1 billion. Non-GAAP earnings are expected between 90 and 92 cents per share. The Zacks Consensus Estimate for revenues is pegged at $14.05 billion, indicating growth of 10.58% from the year-ago quarter's reported figure. The consensus mark for earnings has been steady at 91 cents per share over the past 30 days, suggesting year-over-year growth of 3.41%. CSCO's earnings surpassed the Zacks Consensus Estimate in all the trailing four quarters, the average being 4.07%. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.) Cisco Systems, Inc. price-eps-surprise | Cisco Systems, Inc. Quote Let's see how things are shaping up prior to this announcement. Cisco's third-quarter fiscal 2025 results are expected to have benefited from improved demand for networking products driven by switching, enterprise routing, webscale infrastructure, and industrial networking applications. Increasing return-to-office policies are expected to have helped improve demand for CSCO's campus switching portfolio. Strong demand for data center switches, thanks to the availability of 800gig Nexus switches based on Cisco's 51.2 terabit Silicon One chip, is noteworthy. The Zacks Consensus Estimate for fiscal third-quarter Networking revenues is currently pegged at $6.76 billion, indicating a 3.6% year-over-year growth. Cisco is benefiting from strong security growth, driven by robust demand for solutions like XDR, Secure Access and Multicloud Defense suites. The addition of Splunk has been a key catalyst. In the second quarter of fiscal 2025, Security orders more than doubled year over year, driven by the advanced threat intelligence capabilities of Splunk. The Zacks Consensus Estimate for fiscal third-quarter Security revenues is currently pegged at $2.195 billion, indicating 68.3% year-over-year growth. However, higher tariffs post the 'Liberation Day' announcement and macroeconomic challenges are expected to have negatively impacted Cisco's order growth in the to-be-reported quarter. Cisco shares have gained 1% year to date, outperforming the Zacks Computer & Technology sector's decline of 8.5% and the Zacks Computer Networking industry's return of 0.8%. However, Cisco stock is not so cheap, as the Value Score of D suggests a stretched valuation at this moment. In terms of the forward 12-month P/S ratio, CSCO is trading at 4.08X, higher than the industry's 3.89X and Extreme Networks' 1.63X. The increase in AI-related workload presents a strong growth opportunity for Cisco, thanks to an innovative portfolio. Cisco's aggressive investments in AI, cloud, and security are noteworthy. Cisco had AI infrastructure orders worth more than $700 million at the end of the first half of fiscal 2025 and remains on track to surpass $1 billion in AI infrastructure orders in fiscal 2025. Cisco's strategy of infusing AI across Security and Collaboration platforms and developing Agentic capabilities across the portfolio is a key catalyst. It is leveraging Agentic AI to improve customer experience. The launch of Renewals Agent, an Agentic AI-driven solution co-developed with Mistral, and a new Assistant to help customers digitize and de-risk Network Change Management have been noteworthy developments in this regard. Cisco's security business is benefiting from strong demand for both Cisco Secure Access and XDR. On a combined basis, both solutions have gained more than 1,000 customers in the trailing 12 months, and each of the products has roughly one million enterprise users. Hypershield is also gaining traction. Cisco's rich partner base, which includes Meta Platforms, Microsoft, NVIDIA, Lenovo and ServiceNow, deserves attention. CSCO's collaboration with NVIDIA is helping to expand the former's datacenter infrastructure portfolio. CSCO's latest NVIDIA-powered AI server and AI PODs, integrated with NVIDIA's AI Enterprise cloud-native software and managed via Cisco Intersight, simplify and de-risk AI infrastructure. The company is expanding its portfolio by unveiling AI factory architecture developed in collaboration with NVIDIA. This is expected to drive up Cisco's AI-driven revenues. Cisco deepened its partnership with ServiceNow, combining the former's infrastructure and security platforms with the latter's AI-driven platform and security solutions. The first integration brings together Cisco's AI Defense capabilities with ServiceNow SecOps to provide more holistic AI risk management and governance. Cisco's near-term results are expected to benefit from an improving networking business and growing security business, along with a rich partner base. However, tariff-related issues and macroeconomic challenges are major concerns. Cisco currently carries a Zacks Rank #3 (Hold), which implies that investors should wait for a favorable time to accumulate the stock. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year. Today you can access their live picks without cost or obligation. See Stocks Free >> Zacks Investment Research 800-767-3771 ext. 9339 support@ Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit for information about the performance numbers displayed in this press release. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Cisco Systems, Inc. (CSCO) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report ServiceNow, Inc. (NOW) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Arab News
05-03-2025
- Business
- Arab News
Cisco: accelerating service provider growth in the age of AI
Cisco, the worldwide leader in networking and security, announced networking innovations that empower service providers to introduce differentiated services and deliver assured, AI-connected experiences at scale. Cisco's Agile Services Networking fundamentally evolves how service providers build and operate their networks—opening new ways to monetize the services needed to compete in the AI marketplace. A blueprint for growth, the architecture combines high-speed, feature-rich Silicon One routing, a unified software experience, and converged IP and optics within a single, seamless network. Early adopters of Cisco Agile Services Networking, including Arelion, Lumen, and Reliance Jio, have already vastly improved the performance of their network to cut costs, generate new business, and improve the customer experience. 'The pace of innovation in AI is astounding. Technical breakthroughs are just beginning to translate into new experiences for consumers and applications for businesses that will reshape how the world works and connects,' said Jeetu Patel, executive vice president and chief product officer, Cisco. 'This shift presents massive opportunities for service providers to grow their businesses and reduce costs by modernizing their infrastructure for AI. Cisco is perfectly positioned to help service providers monetize these new revenue streams, and our Agile Services Networking delivers the silicon, systems, and software innovation they need to thrive.' Cisco expands Agile Services Networking with two new innovations that deliver real-time visibility into both on-network and off-network connectivity for true end-to-end assurance. Combined, these solutions enable visibility from home- and mobile-connected users through to service provider core networks and off-net cloud-delivered services. • ThousandEyes Connected Devices: Extends the power of the Cisco ThousandEyes platform to service providers with enhanced visibility across subscriber experiences, from home to off-network services. Now, with insight into last-mile network performance, service providers can mitigate issues before users are impacted and compete on experience, not just speed. • Provider Connectivity Assurance: New AI-powered 'User Experience' capability enhances mobile service provider network performance. With real-time traffic insights and predictive demand intelligence, service providers can enhance user experience, reduce congestion, maximize speed, and dynamically adjust spectrum usage. With enhanced visibility and AI-powered insight, service providers like Virgin Media O2 and Odido are leveraging assurance for increased customer satisfaction and net promoter scores, uncovering new opportunities for differentiated services and reducing churn. 'In an industry that's fast consolidating around the same network type and service, we take pride in accelerating all the ways in which we deliver better service and more value to the millions of customers that rely on us,' said Gareth Lister, director of customer products, Virgin Media O2. 'Virgin Media O2 has long been recognized for ultrafast speeds and now, with ThousandEyes Connected Devices powering our Smart Support service, we're uniquely able to see and proactively measure our customers' connection and experience in their home in real time.'
