Summer 2026
Posted on 5/11/2026
Networking hardware, security software, collaboration services
$21.15 - $88.94/hr
No H1B Sponsorship
San Jose, CA, USA + 2 more
More locations: Research Triangle, Durham, NC, USA | Richardson, TX, USA
In Person
Bachelor's
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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 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.
Cisco Systems has emerged as a significant AI infrastructure player after booking $9.3 billion in AI infrastructure orders for fiscal year 2026. The company projects $7.5 billion in AI revenue for fiscal 2027. In its fourth quarter ended August 2026, Cisco delivered revenue of $17.25 billion, up 17.58% year-over-year, with networking revenue jumping 28% to $9.79 billion. Hyperscaler AI orders reached $4 billion in the quarter alone. The stock has gained 44.33% year-to-date and 66.66% over the past year. Chief executive Chuck Robbins stated that "accelerating adoption of agentic AI is fueling a networking super cycle." For fiscal 2027, Cisco guides revenue between $72.2 billion and $73.4 billion. Four of the top hyperscalers each grew AI infrastructure orders in triple digits during the fourth quarter. The company trades at 22 times forward earnings.
Cisco Systems trades near $111.61 following a 72.1% gain over the past year. The options market projects a one-standard-deviation band of $80 to $156.87 for contracts expiring in about a year, representing a potential 28.3% downside or 40.6% upside. The company closed fiscal 2026 with record revenue of $63.3 billion, up 12%, and has guided fiscal 2027 to $72.2 billion to $73.4 billion. AI infrastructure for hyperscalers supplied about 6% of revenue in fiscal 2026, up from less than 2% the previous year, with $9.3 billion in orders booked. Management projects $7.5 billion in AI infrastructure revenue for fiscal 2027. However, non-GAAP product gross margin fell 270 basis points in Q4 2026, mainly due to heavier hardware mix and memory costs.
Cisco Systems has shifted its investor narrative from subscription revenue to hardware growth driven by hyperscaler AI infrastructure orders. The company's subscription share of total revenue fell from 56% in late fiscal 2025 to 48% in Q4 fiscal 2026, not because subscriptions declined but because product revenue surged 24% year-over-year whilst services revenue remained flat at $3.8 billion. AI infrastructure now accounts for 6% of Cisco's $63.3 billion fiscal 2026 revenue, up from under 2% the previous year. The company secured $9.3 billion in AI infrastructure orders, split between Silicon One systems and optics. The hardware-heavy mix pressured non-GAAP gross margin, down 210 basis points to 66.3%, though operating margin expanded to 35.9% as hyperscaler business requires minimal incremental expense.