On September 11, Cisco rose 3.19% in regular trading, trading at $110.835/share, with turnover of $266 million. The stock gained momentum following a series of AI infrastructure partnership announcements.

On September 10, Cisco announced a collaboration with Palantir and NVIDIA to build secure AI factories aimed at simplifying AI deployment for enterprises. This came on the heels of Cisco's joint venture with AMD and Saudi Arabia's HUMAIN, which began operating AI infrastructure powered by AMD MI355X GPUs and Cisco Silicon One-based networking, with plans to scale to 250 megawatts by next year and a long-term target of 1 gigawatt by 2030. Additionally, Cisco recently expanded its Secure AI Factory offering through a partnership with Supermicro, adding high-density liquid- and air-cooled compute systems supporting NVIDIA Vera Rubin platforms, with availability beginning in October.

These developments reinforce Cisco's positioning in the AI infrastructure buildout, following a fiscal Q4 that saw $4 billion in hyperscaler AI orders and a projected $7.5 billion in AI-related revenue for fiscal 2027.

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