Cisco Strengthens Its Partnership with NVIDIA to Deliver Unified AI Infrastructure, Extending Capabilities from Centralized Data Centers to Decentralized Edge Locations Where Real-Time Decisions Are Critical SAN JOSE, Calif., March 16, 2026 /PRNewswire/ — In a significant advancement aimed at accelerating enterprise AI adoption, Cisco (NASDAQ: CSCO) today announced a major expansion of its Secure AI Factory in collaboration with NVIDIA. This initiative provides organizations with a comprehensive, integrated framework for deploying artificial intelligence workloads across their entire infrastructure—from centralized, high-capacity data centers to distributed local sites where data is generated and instantaneous decisions are required. The expanded solution is designed to serve a broad spectrum of users, including large enterprises, neocloud providers, sovereign cloud operators, and service providers, enabling them to transition AI projects from experimental pilots to full-scale production without the complexity of integrating disparate, multi-vendor systems. By streamlining this process, Cisco compresses deployment timelines from months to weeks while embedding security as a foundational element from the outset. "Most organizations understand the potential for AI to transform their businesses, but they're navigating how to deploy the technology safely and at scale," said Chuck Robbins, Chair and CEO of Cisco. "In partnership with NVIDIA, we're solving that challenge with an architecture that sets a new standard for performance—making it simpler to deploy, operate, and secure AI infrastructure." Jensen Huang, founder and CEO of NVIDIA, echoed this sentiment, emphasizing the critical importance of security across the AI stack. "AI factories are transforming every industry, and security must be built into every layer—from silicon to software—to protect data, applications, and infrastructure," Huang stated. "Together, NVIDIA and Cisco are building the secure foundation for AI infrastructure—core to edge—so companies can scale intelligence with confidence." AI That Operates Across the Entire Distributed Enterprise, Not Solely Within the Data Center A central theme of the announcement is the recognition that AI inference increasingly occurs at the edge—where data originates and where time-sensitive decisions cannot afford the latency of round-trip communication with a centralized data center. Use cases span critical environments such as hospital floors requiring immediate diagnostic support, manufacturing facilities analyzing video feeds in real time to ensure worker safety, and moving vehicles that depend on instantaneous processing for navigation and operational integrity. This distributed reality fundamentally reshapes infrastructure requirements, necessitating that inference workloads run locally, in closer proximity to data sources, devices, and the precise moment a decision must be executed. To address this shift, Cisco and NVIDIA are enabling organizations to support edge inferencing use cases through two key strategic initiatives: Transforming the Enterprise Edge: Cisco is now supporting NVIDIA RTX PRO™ 4500 Blackwell Server Edition GPUs across its Unified Computing System (UCS) and Unified Edge product portfolios. This integration empowers enterprises to run mission-critical AI workloads at the edge without incurring the substantial energy costs and physical footprint typically associated with data center-scale hardware. The solution delivers enterprise-grade performance in a form factor optimized for space-constrained and power-sensitive edge environments. Transforming the Service Provider Edge: In a parallel development, Cisco today introduced the Cisco AI Grid with NVIDIA reference design. This architecture combines the capabilities of Cisco's Mobility Services Platform with NVIDIA RTX PRO Blackwell Series GPUs, enabling service providers to leverage their existing network infrastructure to offer managed edge AI services. This approach delivers carrier-grade reliability, performance, and data sovereignty—allowing providers to meet enterprise customer demands for secure, localized AI processing while utilizing their established network assets. Driving Performance and Efficiency for Massive-Scale AI Factories Building upon the momentum generated by recently launched systems powered by Cisco Silicon One G300—designed for scale-out architectures—and the P200—optimized for scale-across configurations—Cisco continues to push the boundaries of performance while simultaneously simplifying the deployment process. Key advancements in this area include: Next-Generation Performance: Cisco has unveiled its latest high-speed switches engineered to power the most demanding AI workloads. This includes a new 102.4 Terabits per second (Tbps) Cisco N9100 switch powered by NVIDIA Spectrum-6 Ethernet switch silicon, representing a significant leap in data throughput capacity. This new offering joins the now generally available 800G N9100 switch, which is powered by NVIDIA Spectrum-4 Ethernet switch silicon, providing organizations with a range of high-performance networking options tailored to varying scale and performance requirements. Rapid Deployment Through Simplified Operations: Cisco Nexus Hyperfabric, now integrated as a component of the broader Cisco Nexus One platform, will extend its support to include Cisco N9000 Series switches, notably the N9100 Series powered by NVIDIA Spectrum-X Ethernet silicon. This integration transforms what has traditionally been a complex, multi-vendor integration puzzle into a streamlined, full-stack solution. By unifying management and operations, organizations can dramatically reduce AI infrastructure deployment times and alleviate the operational burden on IT teams. For customers constructing large-scale AI factories, Cisco now offers two validated architectural paths. The first is an AI factory based on a reference architecture compliant with the NVIDIA Cloud Partner (NCP) program. The second is a Cisco Cloud Reference Architecture built on Cisco Silicon One, which adheres to the same foundational design principles, providing customers with flexibility and choice without compromising on performance or reliability. Security Deeply Integrated Into Every Layer of the AI Stack In an era where AI models represent high-value intellectual property and AI agents operate with increasing autonomy—taking actions, making decisions, and interacting with other agents—security can no longer be an afterthought. Cisco is embedding comprehensive protection into the fabric of its Secure AI Factory with NVIDIA, safeguarding against both external threats and anomalous behavior from autonomous agents. This multi-layered security approach encompasses: Securing AI Infrastructure: The security of AI is fundamentally dependent on the integrity of the hardware on which it runs. Recognizing that attackers increasingly target infrastructure layers, Cisco Hybrid Mesh Firewall delivers consistent security policy enforcement across a diverse array of enforcement points, including network switches, workload agents, and other critical infrastructure components. Expanding this capability, Cisco is now extending Hybrid Mesh Firewall policy enforcement to NVIDIA BlueField data processing units (DPUs) embedded within NVIDIA GPU servers connected to Cisco Nexus One fabrics. This deeper integration enables threats to be blocked at the server level before they can propagate to organizational data, providing protection from the inside out with zero compromise on performance. Securing AI Agents: Cisco AI Defense provides robust model security and automated vulnerability testing. Through integration with NVIDIA NeMo Guardrails—a component of NVIDIA AI Enterprise software—Cisco now adds purpose-built guardrails specifically designed for AI agents operating at the edge. This integration helps AI developers and security teams proactively stay ahead of emerging threats and maintain trust in AI deployments. As AI deployments become increasingly distributed, with agents at edge locations frequently interacting with core systems to execute complex workflows, AI Defense now extends its protective capabilities to secure these agent-to-agent interactions, ensuring end-to-end governance across the distributed environment. Cisco Secures Enterprise AI Agent Development Building on its commitment to infuse security across all layers of AI infrastructure and support the emerging agentic workforce, Cisco also announced that Cisco AI Defense will now provide support and security for NVIDIA's OpenShell runtimes. OpenShell is a component of the NVIDIA Agent Toolkit, an open platform for agent development. Cisco AI Defense adds critical controls and guardrails to govern both agent and claw actions, ensuring that every tool use and operational action is continuously monitored and validated. By providing this level of oversight, Cisco AI Defense enables enterprises to confidently deploy AI agents to manage critical workflows, effectively bridging the gap between rapid innovation and robust risk management. This integration allows organizations to trust that their autonomous systems will operate reliably, securely, and in alignment with established governance policies.

The price has reached the bottom of its channel and has shown a very strong reaction. In addition, based on one of our trading systems, a buy signal has been issued. It appears that the price may move toward the specified levels. Follow proper risk and money management. This is just my personal view, so please trade based on your own strategy and trading system. Follow me on TradingView for more analyses and live stock trades. NASDAQ:CSCO

I see it as going parabolic, just the first phase. Retrace and later get back on track. Disapointing earnings are transitory, overall i think it got at least anothe leg to go.

Cisco Systems NASDAQ:CSCO is set to release fiscal Q2 results this week at a time when the networking-equipment giant just hit an all-time high and has beaten the S&P 500 SP:SPX in every major timeframe from one month to one year. Let's see what its chart and fundamentals say here. Cisco's Fundamental Analysis CSCO plans to report earnings after the close on Wednesday, with analysts' consensus view calling for $1.02 in adjusted earnings per share on roughly $15.1 billion of revenue. Should those estimates prove to be right, that would represent an 8.5% gain from the $0.94 in adjusted EPS the Cisco reported for the same period one year ago. Sales will also have grown 8% year over year growth from fiscal Q2 2025's $14 billion. This would be in line with Cisco's y/y sales gains throughout calendar-year 2025. There seems to be some optimism heading into earnings, as 18 of the 20 sell-side analysts I'm aware of that cover this stock have revised their earnings estimates to the upside since the quarter began. Two have left their estimates unchanged, while zero have revised their estimates to the downside. Cisco's Technical Analysis Now let's go to CSCO's chart going back some three months and running through last Wednesday (Feb. 4): Readers will see that CSCO built a double-bottom pattern of bullish reversal throughout December and January, as marked by the jagged green line and green boxes at the chart's right. This pattern had a $76 pivot, which the stock triggered late last month. Cisco ultimately apexed nearly 11% beyond the pivot and almost 16% above the pattern's bottom. The stock also benefited from what's known as a "swing traders' cross" or "mini golden cross" in early February that helped to propel Cisco's move upward. A swing traders' golden cross occurs when a stock's 21-day Exponential Moving Average (or "EMA, denoted by a green line above) moves above its rising 50-day Simple Moving Average (or "SMA," marked with a blue line). Looking at other technical indicators in the above chart, Cisco's Relative Strength Index (the gray line marked "RSI" at the chart's top) is flirting with technically overbought territory. Meanwhile, the stock's daily Moving Average Convergence Divergence indicator (or "MACD," denoted by black and gold lines and blue bars at the chart's bottom) is postured quite bullishly. The histogram of the 9-day EMA (the blue bars) is well into positive territory, while the 12-day EMA (the black line) is running above the 26-day EMA (the gold line). Those three components are all sending bullish signals. An Options Option All in, Cisco's technical indicators are seemingly sending mixed messages. With tech stocks coming under pressure across U.S. equity markets, options traders who feel bearish heading into earnings might utilize a bear-put spread in such a scenario. A bearish trade that requires little upfront capital, a bear-put spread involves going long one pit short another with a lower strike price, but with both having the same expiration date. Here's an example: -- Long one CSCO put with a Feb. 13 expiration (i.e., after earnings) and an $81 strike price. This cost about $2.15 at recent prices. -- Short one CSCO $77 Feb. 13 put. This would bring in roughly $0.80. Net Debit: $1.35. The trader here is playing small ball, risking the $1.35 net debit in an attempt to bring back $4 for a $2.65 maximum theoretical profit. This would happen if CSCO trades at or below $77 at expiration. Conversely, the trader would lose the $1.35 net debit (the maximum theoretical loss) if Cisco trades at or above $81 when the puts expire. (Moomoo Technologies Inc. Markets Commentator Stephen "Sarge" Guilfoyle had no position in CSCO at the time of writing this column.) This article discusses technical analysis, other approaches, including fundamental analysis, may offer very different views. The examples provided are for illustrative purposes only and are not intended to be reflective of the results you can expect to achieve. Specific security charts used are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Past investment performance does not indicate or guarantee future success. Returns will vary, and all investments carry risks, including loss of principal. This content is also not a research report and is not intended to serve as the basis for any investment decision. The information contained in this article does not purport to be a complete description of the securities, markets, or developments referred to in this material. 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- Cisco broke resistance area - Likely to rise to resistance level 85.00 Cisco recently broke the resistance area located between the round resistance level 80.00 (which stopped the previous waves iii and 1) and the resistance trendline of the wide daily up channel from September. The breakout of this resistance area accelerated the active impulse wave 3, which belongs to the intermediate impulse wave (3) from August. Given the clear daily uptrend, Cisco can be expected to rise to the next resistance level 85.00 (target price for the completion of the active impulse wave 3).

It was on one of my screens, it was planned… and I still missed it. Painful, but it happens. So why was it such a good setup? 👇 It came down to confluence: - Block break (pink) - Trendline break - Block sitting right on support (clear buy orders) - Retracement from the high had three legs (higher probability than a single pullback) - A minor double bottom inside the box added extra confirmation - Everything lined up. Execution didn’t. Lesson learned. Hope you caught it—or are still in it.

Current Price: 73.88 (Analysis was generated on Monday Morning) Direction: LONG Confidence level: 55%(Signals are mixed and volume is light, but price is sitting just above a well-defined support zone and I’m defaulting to upside with tight risk control) Targets Target 1: 74.80 Target 2: 75.90 Stop Levels Stop 1: 73.10 Stop 2: 72.40 Key Insights: Here’s what’s driving this setup. Cisco is trading just above the $73.3–$73.5 area, which has acted as a floor several times recently. When I look at how traders typically react to this type of structure, I see a pattern: price drifts lower on low urgency selling, then buyers step in for a rebound toward the top of the range. That’s exactly the kind of environment where a tactical long makes sense, even without loud conviction. What also stands out is that downside momentum has cooled. Selling pressure over the last few sessions hasn’t accelerated, and dips have been met with steady bids rather than panic. Traders aren’t chasing upside aggressively, but they also aren’t pressing shorts into this support zone. That asymmetry is why I’m leaning long with defined exits. Recent Performance: You can see this play out in the recent price action. CSCO has pulled back over the past month after a strong one-year run, but the decline has been orderly rather than impulsive. Price has stayed within a relatively tight daily range, holding above last week’s lows while the broader market digested gains. That kind of pause often precedes a range rebound rather than an immediate continuation lower. Expert Analysis: Several professional traders I track are focused on the same technical map: support just below $73.5 and near-term upside capped in the mid-$75s. When multiple traders independently gravitate to similar levels, I pay attention. There’s no aggressive breakout call here, but there is a shared expectation of a bounce if support holds, which fits a short-term long trade rather than a longer swing. From a risk-reward perspective, this setup is clean. Risk is clearly defined just under support, while upside targets align with recent congestion and prior reaction highs. That balance is why I’m comfortable taking the trade despite only moderate conviction. News Impact: On the news front, the tone around Cisco remains constructive. Coverage around AI-driven networking demand, security, and enterprise infrastructure keeps the fundamental backdrop supportive, even if growth isn’t explosive. Importantly, there’s no fresh negative shock in the headlines right now, which reduces the odds of an abrupt downside break during the week. Trading Recommendation: Putting it all together, I’m taking a LONG position in Cisco Systems at current levels, looking for a bounce toward $74.80 first and $75.90 if momentum builds. I’d keep stops tight at $73.10 and $72.40 to respect the possibility that support fails. This is a tactical, short-term trade rather than a high-conviction swing, so position sizing should stay conservative. If price loses support decisively, I’m out quickly. If buyers show up as expected, the risk-reward favors staying with the move.

Cisco (CSCO) has been trading within a 15-year Channel Up and just last month (Dec 2025) it hit the Internal Higher Highs trend-line, which is the Resistance level that has priced the last two major market Tops (Dec 2021, July 2019). At the same time, it almost reached its All Time High (ATH) of $82.00, which was priced back at the peak of the Dotcom Bubble in March 2000. With the 1M RSI also overbought last month (73.45), this Higher High test presents a strong long-term sell opportunity, perhaps one of the strongest for 2026. The reason is that, after every such market top since August 2013, Cisco has always corrected back (Bear Cycle) to its 1M MA100 (green trend-line) as part of a technical Bearish Leg to the 15-year Channel Up. So far such 1M MA100 corrections have happened 5 times (green circles). The last two major ones (as mentioned after the Jul 2019 and Dec 2021 Tops), declined by -44.43% and -40.16% respectively. Assuming there is a decreasing rate of -4% on each new Bearish Leg, we can claim that the emerging one could drop by -36%. That translates into a $52.00 Target but a direct test of the 1M MA100 is estimated (based on its current trajectory) to take place around $55.00. So a 55.00 - 52.00 Target Zone would seem fair. If however for some reason, the 1M RSI hits 39.00 before the price reached $55.00, it would be advisable to start buying regardless, as 39.00 has been the Support since 2011, marking not only the 2022 and 2020 bottoms (Higher Lows) but also the first one of the 15-year Channel Up on August 2011. --- ** Please LIKE 👍, FOLLOW ✅, SHARE 🙌 and COMMENT ✍ if you enjoy this idea! Also share your ideas and charts in the comments section below! This is best way to keep it relevant, support us, keep the content here free and allow the idea to reach as many people as possible. ** --- 💸💸💸💸💸💸 👇 👇 👇 👇 👇 👇

CSCO is flashing early cautionary signals after breaking below the 50-day EMA, suggesting the potential start of a bearish phase. The stock has also formed a head-and-shoulders pattern, a classic reversal structure that points to a shift from the prior uptrend. From here, two scenarios may unfold. First, CSCO could attract demand and reclaim the 50-day EMA, invalidating the bearish signal. Alternatively, sustained supply pressure could drive the stock lower and confirm a deeper corrective move. On the fundamental side, Cisco is a wide-economic moat company and has delivered consistent revenue and EPS growth over at least the past three quarters. Profitability remains solid, with ROE above 20% and ROIC above 15% for four consecutive quarters, while net margin has averaged around 19% over the last three quarters. The balance sheet is stable, with a current ratio of approximately 0.9x and a conservative debt-to-equity ratio of 0.6x, providing resilience despite near-term technical weakness.

Cisco (CSCO) Stock Analysis As shown on the chart, Cisco is trading near the upper boundary of its 9-month channel. After forming two strong divergences on the 4H chart (Chart A) and the daily chart (Chart B)—confirmed by both MACD and RSI—the stock has entered a corrective phase. Given the presence of a very strong gap marked on the chart, price is likely to correct at least toward the gap zone, and potentially extend further to the support zone, which may also align with the lower boundary of the 9-month channel. Analysis will be updated. Follow me on TradingView for more analyses and live stock trades. NASDAQ:CSCO