Here’s my take
This announcement is more tangible than the initial collaboration announcement back in February 2024. That announcement felt like an “us too” moment. Now with a mutual agreement to support Cisco’s Silicon One with NVIDIA Spectrum-X networking platform and Cisco is committed to supporting NVIDIAs Spectrum silicon with Cisco’s operating system.
This announcement means that there will be joint engineering to support heterogenous environment’s with performant and a determinant outcome enterprises expect from us. The added value of a heterogenous environment, it limits exposure to external threats which are increasingly on the rise seeking exploits to LLMs, supported by large enterprises like Meta.
Part of Cisco’s AI Security strategy is a software named, “AI Defense “ working to set guardrails and protection for enterprise to use these open source LLMs. The future of AI is supporting open ecosystems and partnerships.
Cisco is focused on giving customers choice. Cisco’s AI PODs are focused on💡inferencing of AI (getting the model to produce an outcome). As models evolve to multistep reasoning, breaking down a complex request into multiple steps and in many cases showing their work to the user, there is a significant scaling law that requires more compute. Often referred to as test-time compute. Gemini 2.0 Flash, DeepSeekR1, o1-mini are examples of multi step reasoning. More reasoning can equate to more accurate responses and is critical for autonomous agents in AI and physical AI.
This also means there is a need for more proficient connectivity. @Johnathan Ross, CEO of Groq, has similar beliefs about test-time compute becoming 100x the expense of AI training. Although Cisco has a compute training offers, 885A and 845A, there are very few organizations that will invest in training at scale to create their own foundational model, rather they will augment the open source models with their own domain knowledge, transfer learning, and agentic AI.
Take a moment to broaden your view outside of AI and into Security. Not to far off and possibly now, with Microsoft’s release of Majorana we will be in a post quantum era. This era will require a network that can support, adapt, respond and withstand a post quantum era. Since Cisco’s Silicon One will be supported in NVIDIAs Spectrum switch, Cisco has essentially a kernel space for use to protect at the kernal level. Cisco’s acquisition of Isovalant can enable a distributed, highly secure fabric at that kernal level. It will be a requirement to have security so tightly coupled with the network and Cisco is in the best position to support that requirement with the release of N9300 data processing unit switch.
Keep exploring and happy engineering!
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