Full-Time
Posted on 5/26/2026
Networking hardware, security software, collaboration services
$21.15 - $88.94/hr
Acton, MA, USA
In Person
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Cisco designs and sells networking hardware, software, and services that help organizations connect, protect, and manage data. Its products include networking gear, security solutions, cloud services, and collaboration tools like Webex to support hybrid work. Cisco differentiates itself with a broad, integrated stack—routing and switching, security, cloud, and collaboration—that works together at scale. Its goal is to help customers securely connect people, devices, and applications, enabling reliable communication and digital transformation across enterprises of all sizes.
Company Size
10,001+
Company Stage
IPO
Headquarters
San Jose, California
Founded
1984
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Paid Vacation
Hybrid Work Options
Flexible Work Hours
Professional Development Budget
Cisco has secured $9.3 billion in hyperscale AI orders for fiscal year 2026, positioning itself as a key player in AI infrastructure. The company's fourth-quarter networking product orders grew 40%, marking the eighth consecutive quarter of double-digit growth. Revenue reached $17.3 billion in Q4, up 17.6%, whilst non-GAAP earnings per share of $1.22 beat estimates by 4.4%. Management projects AI infrastructure revenue of $7.5 billion in fiscal 2027. CEO Chuck Robbins cited "accelerating adoption of agentic AI" as driving a networking super cycle. Four major hyperscalers increased AI infrastructure orders in Q4. Cisco trades at a 21x forward price-to-earnings ratio, significantly below competitor Arista Networks' 70x trailing P/E. However, non-GAAP gross margin fell to 66.3% from 68.4% year-over-year due to product mix shifts towards high-volume AI hardware.
AMD announced a partnership with Cisco and Saudi Arabia's HUMAIN to launch an AI infrastructure platform in the kingdom. The collaboration combines AMD's Instinct MI355X GPUs and EPYC CPUs with Cisco's Silicon One networking architecture to deliver GPU-as-a-Service infrastructure. The platform will begin with 250 megawatts of AI deployment starting in 2027, scaling to 1 gigawatt by the decade's end. This gives AMD access to sovereign AI spending outside North America. AMD's data centre sales grew 107% in Q2. The company's stock is currently trading at more than twice its price from the start of this year. The partnership positions AMD to compete with Nvidia in regional cloud computing whilst diversifying revenue streams beyond US cloud providers.
Cisco has expanded its AI infrastructure partnership with Nvidia, incorporating liquid cooling technology into its Secure AI Factory. The move, in collaboration with Super Micro Computer, includes high-density liquid- and air-cooled GPU systems supporting Nvidia's next-generation Vera Rubin NVL72 and HGX Rubin NVL8 platforms. The shift reflects broader industry trends. Market research firm TrendForce forecasts liquid cooling penetration among AI chips will rise from 33% in 2025 to 53% in 2026, reaching 60% in 2027. The rapid adoption stems from increasingly power-hungry processors from Nvidia, AMD, and Google, whose thermal requirements exceed traditional air-cooling capabilities. Cisco emphasised that power and cooling now dictate where AI infrastructure can be built, with heat management emerging as a critical engineering challenge.
Cisco is partnering with Supermicro to add high-powered AI servers to its Nvidia-backed infrastructure offering. The systems will support Nvidia's next-generation platforms and are expected to become available in October. Cisco will sell the compute alongside its networking, security and observability products as a pre-validated system designed to make massive GPU clusters easier to deploy. The expansion pushes Cisco deeper into the AI infrastructure market. "Think about us as being the critical infrastructure for the AI era," Cisco President and Chief Product Officer Jeetu Patel said. The company is betting that as long as demand for AI infrastructure continues, it can supply equipment regardless of where AI ultimately runs. Cisco's stock is up nearly 45% year-to-date, as investors increasingly view the company as a beneficiary of the physical AI buildout.
Cisco has expanded its Secure AI Factory architecture through a partnership with Supermicro, adding rack-scale AI computing solutions to its portfolio. The collaboration delivers end-to-end infrastructure for massive AI workloads, from trillion-parameter training models to edge inferencing. The full-stack architecture addresses growing neocloud and sovereign cloud demand with an NVIDIA Cloud Partner-compliant solution featuring Cisco AI networking systems. Customers gain access to Supermicro's liquid- and air-cooled systems, enabling easier management of high-density AI clusters alongside non-AI workloads. The expanded offering includes rack-to-fabric liquid cooling with Cisco liquid-cooled AI networking systems and Supermicro's liquid-cooled servers. Cisco is the only NVIDIA technology partner using its own networking switches and operating system in an NCP-compliant solution. Cisco will begin offering Supermicro compute solutions as part of the Secure AI Factory with NVIDIA in October 2026.