Cisco Taps Super Micro for Secure AI Factory Partnership

Cisco Systems has partnered with Super Micro Computer to expand its Secure AI Factory using NVIDIA technology. The collaboration will integrate Super Micro's liquid- and air-cooled servers into Cisco's AI infrastructure portfolio, supporting large-scale AI training and inference workloads while meeting NVIDIA Cloud Partner requirements.

The partnership will offer a combined platform that addresses growing demand for secure AI environments. Cisco will begin offering the Super Micro systems in October 2026. The expanded offering combines high-density computing, networking, security, and cooling technology to address growing demand for secure AI environments.

The stock prices of both companies have seen fluctuations recently. Super Micro Computer's stock traded at $36.06 in premarket, trading above all four major simple moving averages. However, the company's momentum score stands at just 25.54, indicating that while its financial profile remains attractive, the stock lacks sustained breakout needed to draw momentum-focused buyers.