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Cisco Systems launched Australia’s first Secure AI Factory in partnership with SharonAI Holdings and NVIDIA.
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The project focuses on sovereign AI infrastructure, keeping AI data processing within Australia.
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The Secure AI Factory is designed to support secure, high performance AI workloads for Australian customers.
Cisco Systems, NasdaqGS:CSCO, is tying this news to an established position in global networking and data center infrastructure. The share price sits at $79.46, with a 1 year return of 27.0% and a 5 year return of 98.6%. This frames current developments in AI infrastructure within the context of a business that has delivered meaningful long term gains over these periods. For investors tracking AI related infrastructure, the Secure AI Factory represents another concrete initiative to monitor.
The focus on sovereign, secure AI workloads in Australia provides Cisco with another angle in conversations about data residency and compliant AI deployment. The partnership with NVIDIA and SharonAI Holdings, together with the involvement of VAST Data, broadens the ecosystem around NasdaqGS:CSCO and may shape how enterprises and public sector customers assess Cisco for AI centric infrastructure projects in Australia.
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4 things going right for Cisco Systems that this headline doesn’t cover.
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⚖️ Price vs Analyst Target: At $79.46, Cisco trades about 11% below the US$88.81 analyst target, which is close to but just outside the 10% band.
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⚖️ Simply Wall St Valuation: Cisco is described as trading close to estimated fair value, so pricing looks broadly in line with underlying assumptions.
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✅ Recent Momentum: The 30 day return of roughly 1.3% suggests mildly positive recent sentiment.
There’s only one way to know the right time to buy, sell or hold Cisco Systems. Head to Simply Wall St’s company report for the latest analysis of Cisco Systems’s Fair Value.
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📊 The Secure AI Factory ties Cisco directly to sovereign AI infrastructure in Australia, which could influence how you think about its role in AI ready networking and data centers.
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📊 Keep an eye on AI related deal wins, Communications segment performance and how often this sovereign AI angle appears in customer announcements.
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⚠️ There has been significant insider selling over the past 3 months, so it may be worth checking how that lines up with your own thesis on this AI push.
For the full picture, including more risks and rewards, check out the complete Cisco Systems analysis. Alternatively, you can visit the community page for Cisco Systems to see how other investors believe this latest news will impact the company’s narrative.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include CSCO.
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