Cisco's Secure AI Expansion Drives 0.47% Rally $980M Volume Ranks 86th

On September 4, 2025, Cisco (NASDAQ: CSCO) rose 0.47% with a trading volume of $0.98 billion, ranking 86th in market activity. The stock’s performance was driven by the company’s strategic expansion of its Secure AI Factory with NVIDIA and VAST Data, aiming to accelerate enterprise AI adoption through integrated infrastructure solutions.

Cisco announced a fully validated architecture combining VAST Data’s InsightEngine with its AI PODs, leveraging the NVIDIA AI Data Platform reference design. This collaboration enables faster data extraction and retrieval, reducing retrieval-augmented generation (RAG) pipeline latency from minutes to seconds. The integration of NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs and Cisco’s high-performance networking aims to support real-time AI operations while maintaining security and governance through role-based access controls and Splunk integration.

By addressing key bottlenecks in enterprise AI workflows, Cisco positions itself as a leader in secure, scalable AI infrastructure. The solution’s ability to transform raw data into AI-ready datasets aligns with growing demand for agentic AI systems capable of autonomous decision-making. Analysts highlight that the architecture’s focus on security and compliance could accelerate adoption in industries prioritizing data protection, such as finance and healthcare.

The expansion underscores Cisco’s commitment to the enterprise AI market, where demand for integrated, secure solutions is rising. With the first AI PODs now available for order, the company aims to capitalize on its existing strengths in networking and compute to deliver a cohesive platform for next-generation AI workloads.

Cisco closed the day at a 0.47% gain, with a volume of $0.98 billion, reflecting investor confidence in its AI infrastructure strategy.