Cisco announced plans for an expanded partnership with NVIDIA to provide AI technology solutions to enterprises. Enterprises recognize that AI is essential to growth but remain early in their adoption as they navigate the unique technical complexity and security demands of operating AI-ready data centers. The expanded partnership aims to give organizations flexibility and choice as they look to meet the demand of AI workloads for high-performance, low-latency, highly power-efficient connectivity within - and between - data centers, clouds, and users.
By making it easier to integrate and standardize on both Cisco and NVIDIA technology, customers will benefit from current and future technology advancements in the NVIDIA Spectrum-X platform such as adaptive routing, telemetry, congestion control and low latency, as well as Cisco's broader networking, security, and digital resilience portfolio, including the Splunk data platform. As businesses develop AI capabilities and train models on their own data, having a comprehensive security strategy becomes crucial. Cisco will collaborate with NVIDIA to create and validate NVIDIA Cloud Partner (NCP) and Enterprise Reference Architectures based on NVIDIA Spectrum-X with Cisco Silicon One, Hyperfabric, Nexus, UCS Compute, Optics, and other Cisco technologies.
Cisco and NVIDIA are committed to collaboration and joint development, aiming to deliver the highest-performing Ethernet solutions for customers. The companies plan for continued collaboration to address significant challenges like congestion management and load balancing so that customers can scale and secure AI deployments. For more information, read Cisco EVP and Chief Product Officer Jeetu Patel's perspective on the agreement.
AVAILABILITY Cisco plans to enhance its Silicon switches to be compatible with Spectrum-X and NVIDIA's reference architectures. These updates will be available in the middle of calendar year 2025, including existing and upcoming Cisco Nexus, Cisco Nexus Hyperfabric, and Cisco UCS products. The timeline for new Cisco Spectrum switches will be announced at a later date.
NVIDIA Corporation is the world leader in the design, development, and marketing of programmable graphics processors. The group also develops associated software. Net sales break down by family of products as follows:
- computing and networking solutions (89%): data center platforms and infrastructure, Ethernet interconnect solutions, high-performance computing solutions, platforms and solutions for autonomous and intelligent vehicles, solutions for enterprise artificial intelligence infrastructure, crypto-currency mining processors, embedded computer boards for robotics, teaching, learning and artificial intelligence development, etc.;
- graphics processors (11%): for PCs, game consoles, video game streaming platforms, workstations, etc. (GeForce, NVIDIA RTX, Quadro brands, etc.). The group also offers laptops, desktops, gaming computers, computer peripherals (monitors, mice, joysticks, remote controls, etc.), software for visual and virtual computing, platforms for automotive infotainment systems and cloud collaboration platforms.
Net sales break down by industry between data storage (88.3%), gaming (8.7%), professional visualization (1.4%), automotive (1.3%) and other (0.3%).
Net sales are distributed geographically as follows: the United States (46.9%), Singapore (18.2%), Taiwan (15.8%), China and Hong Kong (13.1%) and other (6%).
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