Cisco and NVIDIA Team Up to Accelerate Enterprise AI Adoption with Secure AI Factory Solution

Cisco and NVIDIA have partnered to offer a fully integrated solution with VAST Data to accelerate retrieval-augmented generation pipelines and enable agentic AI at scale. The Cisco Secure AI Factory with NVIDIA will extend its capabilities, providing a validated architecture that addresses a variety of use cases to speed enterprise AI adoption and keep every token secure with AI Defense. This solution enables AI agents to operate with near-real-time business insights, backed by the security, governance, and flexibility of the Cisco Secure AI Factory with NVIDIA architecture.

NVIDIA (NVDA) and Cisco have recently announced a strategic partnership to offer a fully integrated solution with VAST Data. This collaboration aims to accelerate retrieval-augmented generation pipelines and enable agentic AI at scale. The Cisco Secure AI Factory with NVIDIA will extend its capabilities, providing a validated architecture that addresses a variety of use cases to speed enterprise AI adoption and ensure token security with AI Defense.

The partnership leverages NVIDIA's expertise in AI infrastructure and Cisco's secure AI factory to create a robust solution for enterprises. This collaboration is expected to enable AI agents to operate with near-real-time business insights, backed by the security, governance, and flexibility of the Cisco Secure AI Factory with NVIDIA architecture.

NVIDIA's recent Q2'26 results highlighted robust demand for AI chips, with revenue of $46.7 billion, up 56% year-over-year, and non-GAAP EPS of $1.05 versus the $1.01 consensus. The company's data center business remains the dominant driver, producing $41.1 billion for the quarter. Management set revenue guidance around $54 billion, plus or minus 2%, indicating strong confidence in future growth.

The partnership with Cisco and VAST Data is part of NVIDIA's broader strategy to capitalize on the growing demand for AI solutions. This collaboration is expected to strengthen NVIDIA's position in the AI infrastructure market, which is projected to reach $3–$4 trillion by 2030, with NVIDIA aiming to capture 70% of this market.

Investors are closely watching NVIDIA's stock performance, with 51 analysts offering an average target price of $207.40 for the company, suggesting an upside of +19.07% from the current price of $174.18. GuruFocus estimates the GF Value for NVIDIA Corp in one year to be $310.96, indicating a potential upside of +78.53%.

The partnership between NVIDIA, Cisco, and VAST Data underscores the growing importance of secure and scalable AI solutions in the enterprise landscape. This collaboration is expected to drive innovation and accelerate the adoption of AI technologies in various industries.

References:
[1] https://www.tradingview.com/news/gurufocus:473478e4a094b:0-nvidia-doubles-down-on-ai-profit-soars-yet-traders-take-a-breather/
[2] https://www.ainvest.com/news/diverging-fortunes-ai-driven-tech-giants-nvidia-palantir-testing-market-sentiment-2509/