Cisco expands AI infrastructure with Supermicro partnership
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Evercore ISI comments on Cisco (CSCO) and SMCI partnership
August 26, 2026 11:27 AM EDTEvercore ISI analyst Amit Daryanani reiterated an Outperform rating and $150.00 price target on Cisco (NASDAQ: CSCO).
The analyst comments "ALL YOU NEED TO KNOW: Cisco announced (link here) it is expanding the Cisco Secure AI Factory with NVIDIA through a partnership with Supermicro. CSCO will offer SMCI liquid- and air-cooled systems and support, providing their customers with access to rack-scale and dense GPU systems. The expectation is the rack-scale... More
