Cisco announced a partnership with Super Micro Computer (SMCI) to directly sell AI server hardware, a move that breaks Cisco's traditional rule of not selling the machines themselves. Cisco will expand its Secure AI Factory, integrating NVIDIA architecture and Supermicro's liquid-cooled and air-cooled server systems, and will sell and validate them as part of Cisco's AI infrastructure portfolio. This move aims to transform Cisco from a single network provider into a full-stack AI infrastructure vendor to meet the current demand for large-scale AI data center construction. Supermicro's systems are expected to be available through Cisco channels by October 2026. Following the announcement, Cisco's stock price rose by approximately 1%, and Supermicro's stock price rose by approximately 9%.