Cisco Systems, Inc. reports developments across enterprise networking, security, collaboration, observability and AI infrastructure. Company news commonly covers quarterly earnings schedules, investor conference participation, new security and networking products, AI deployment architectures, industrial and wireless research, and governance updates such as board appointments.
Recent updates also highlight Cisco's work on AI security, Secure AI Factory with NVIDIA, quantum networking research through the Cisco Universal Quantum Switch, and reports on operational technology, wireless networks and cybersecurity readiness.
Cisco (CSCO) introduced AI networking products and announced plans with NVIDIA to develop an open specification for next-generation pluggable optics.
The proposed USFP optical module supports 400Gb/s per lane. Cisco expects it to deliver 4x the bandwidth density and 1.3x the power efficiency of 200Gb/s-per-lane optics. Silicon One P200-powered systems are deployed in production hyperscale environments. The 102.4T G300 is available for customer sampling, and the first systems using it are shipping to customers. Cisco plans to begin shipping its new 51.2T G302 switching silicon before the end of 2026. Support for Live Protect, which addresses exposure between vulnerability disclosure and patching, is scheduled for Cisco SONiC customers starting mid-year 2027.
NVIDIA (NVDA) and Cisco (CSCO) announced plans for a new pluggable optical module designed to connect computing systems in AI factories.
The Ultra-Dense Small Form Factor Pluggable (USFP) design supports 400Gb/s-per-lane electrical signals. The companies say customers will be able to achieve 12.8Tb/s of overall capacity, with the first planned transceivers packing 16 full-duplex lanes into an octal small form factor-sized footprint. NVIDIA and Cisco are collaborating with TE Connectivity and Amphenol to develop cages, connectors and modules, and plan an open industry specification through an upcoming community-led multi-source project.
Cisco (NASDAQ: CSCO) appointed Girish Rishi to its board of directors, with the appointment effective October 9, 2026.
Rishi is Chairman and Chief Executive Officer of Cognite and a Senior Advisor to Blackstone. He has spent three decades leading technology businesses across hardware, software and systems. Previously, he was Chief Executive Officer of supply chain software and consulting provider Blue Yonder and held executive leadership roles at Tyco International, Zebra Technologies, Motorola Solutions and Symbol Technologies. He also serves on the board of Insight Enterprises, where he has been a director since 2017, and previously served on Digi International's board.
Cisco (CSCO) introduced new Webex collaboration tools that bring AI agents into teamwork, workplace management and customer service.
The updates include planned Claude Managed Agents capabilities for multi-step work within Webex and an integration that brings Webex context into OpenAI dots. Cisco also introduced Intelligent Workplace Experiences, combining networking, collaboration devices and physical-space information through Cisco Cloud Control. New tools address workplace planning, troubleshooting and office utilization.
RoomOS 27, available in November, adds native Google Meet support and an AI Assistant supporting 32 languages. Cisco also introduced Ceiling Speaker Pro and Dialog, a framework for Webex AI Agents designed to retain customer context and continue tasks after conversations end, with Cisco AI Defense safeguards and Splunk monitoring.
Cisco (CSCO) released new Omdia research on how enterprises are adopting agentic AI in network operations (AgenticOps).
The survey of 1,000 IT and NetOps leaders at organizations with 500+ employees finds 95% say existing, non‑agentic AIOps tools fall short, while 51% already run agentic AI acting in production. On average, organizations generate about 4,100 monitoring alerts daily, more than half network related, and would need roughly 100 IT specialists to clear the network-alert backlog manually.
The report shows 80% are comfortable granting AI a high or fully autonomous NetOps role, including 24% with no human oversight, and 84% expect an AI‑led operating model within 12 months. At the same time, 86% view a single integrated platform as the best path to scale agentic AI, 69% require detailed explainability for agent-driven actions, and 36% see full observability as the minimum standard.
Cisco (CSCO) announced new Splunk-based AI capabilities and partnerships to deliver trusted, governed AI at scale across customer environments.
The company introduced Cisco AI POD for Splunk, part of Cisco Secure AI Factory with NVIDIA, bringing Splunk AI to on-premises, private cloud, and air‑gapped deployments using pre‑validated Cisco infrastructure, NVIDIA accelerated computing, and Kubernetes architecture. Customers can self‑host selected open and proprietary models, including Cisco Deep Time Series Model, Google Gemma 4, and OpenAI GPT‑OSS 20B, with NVIDIA Nemotron models expected in coming months.
Cisco unveiled Splunk Agent Observability with new Tokenomics capabilities to monitor AI agent performance, apply runtime guardrails, and track and forecast token spend across agents and coding tools. New security features expand the Splunk Agentic SOC Workforce and Exposure Analytics, and Splunk Enterprise Security Essentials and Premier bring more autonomous, agentic security operations to a wider range of teams. Cisco also disclosed a multi‑year agreement with AWS to co‑develop security solutions aimed at countering AI‑driven attacks.
Crosspoint Capital Partners added former Five9 and Cisco executive Panos Kozanian to its operating team as an Operating Partner focused on product, AI strategy and engineering scale.
Kozanian previously led Cisco’s emerging technologies incubation lab and helped scale Webex usage by 400 percent during the COVID-19 pandemic, serving 95 percent of Fortune 500 companies. At Five9, he oversaw the full technology stack and a 1,000-person global engineering organization, helping build an AI portfolio that generated more than $100 million in revenue. He has also led technical due diligence on over $250 million in acquisitions. Crosspoint, founded in 2020, has grown to $8.6 billion in assets under management and focuses on cybersecurity and infrastructure software.
Cisco (NASDAQ: CSCO) announced its participation in several September 2026 investor and industry events, including the Goldman Sachs Communacopia + Technology Conference in San Francisco on September 8 and the Citi 2026 Global TMT Conference in New York on September 10, both featuring investor meetings and fireside chats with webcasts and registration available via investor.cisco.com.
Cisco will also hold investor meetings at events hosted by Truist, Piper Sandler, ECOC 2026 in Málaga, and JP Morgan in London, with participation from senior finance, product, and investor relations executives.
AMD (NASDAQ: AMD), Cisco (NASDAQ: CSCO) and HUMAIN announced that AMD Instinct MI355X GPU-based AI infrastructure, built on Cisco Silicon One networking, is now live in Saudi Arabia and serving HUMAIN customers. The production system uses AMD Instinct GPUs, AMD EPYC CPUs and Cisco N9000 Series networking to deliver GPU-as-a-service for training and inference.
The companies’ joint venture plans to deploy up to 250 MW of AI infrastructure powered by AMD Instinct MI400 Series GPUs starting in 2027, with capacity coming online in the second half of that year, and remains on track to reach up to 1 GW by 2030.
Cisco (Nasdaq: CSCO) is expanding its Secure AI Factory with NVIDIA by partnering with Supermicro to add rack-scale, high-density liquid- and air-cooled AI compute systems. The full-stack architecture targets enterprise, neocloud and sovereign cloud customers needing infrastructure for trillion-parameter training and large-scale inference.
The solution delivers an NVIDIA Cloud Partner (NCP) compliant reference architecture using Cisco Silicon One-based front-end switches and NVIDIA Spectrum-X based back-end switches unified by Cisco Nexus One. New Cisco Validated Infrastructure Services and a dedicated AI lab aim to speed deployment, with Supermicro-based offerings available from October 2026.