Cisco Pushes Splunk AI Behind the Firewall With New Private-Cloud Packages

โดย GuruFocus·US·Read original
Summary · why it matters

Cisco Systems is extending Splunk AI into private-cloud, on-premises and air-gapped environments, targeting enterprises that cannot send sensitive machine data into public AI systems. The AI POD packages Cisco infrastructure with Nvidia accelerated computing and Kubernetes software, giving customers a controlled path to deploy AI workloads behind their own security boundaries. Splunk AI Assistant is already available, while Agent Launchpad is expected later this year, and Cisco is adding Tokenomics capabilities to track agent spending, attribute usage and forecast consumption. Shares gained approximately 0.2% to $109.73, though the stock trades 47.05% above a GF Value estimate of $74.62. Cisco has yet to disclose pricing or committed deployment volumes for these products.

Impact on assets 2

Cybersecurity & Digital Trust▲ · 1 stocks
Cisco Systems Inc
CSCO
▲ PositiveTechnologyrelevance

Cisco extends Splunk AI into private-cloud/on-prem/air-gapped packages with Nvidia and Kubernetes, a new product development.

Artificial Intelligence▲ · 1 stocks
NVIDIA Corporation
NVDA
▲ PositiveTechnologyrelevance

Nvidia accelerated computing is bundled into Cisco's new AI POD packages, giving Nvidia a role in the offering.

Theme Impact 7

Off-coverage companies 1

Splunk Inc.Private▲ Positive
Technologyrelevance

Splunk AI Assistant and Agent Launchpad are being extended into private-cloud and air-gapped environments.

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