Cisco Teams Up with Nvidia on AI Agent Safety Platform

Cisco Systems, the networking and cybersecurity company behind CSCO, has announced plans to pair its security tools with Nvidia's new AI agent safety platform. The move aims to watch AI agents from outside their own software, leveraging Nvidia's OpenShell runtime controls and a watchdog on BlueField-4 hardware to monitor behavior.

Cisco wants to integrate Hypershield, AI Defense, and identity controls into this setup, with Splunk pulling the activity together for security teams. This potential solution could lead to increased demand for security and monitoring services, but Cisco has not provided any pricing or revenue figures yet.

The company's shares slipped 0.3% to $106.42 at approximately 10:20 a.m. ET on Monday, although they remain 42.2% above the chart's GF Value estimate of $74.84. Bookings and Splunk growth will likely play a more significant role in determining the success of this move.