That Cisco may sell entirely UCS product portfolio to Nvidia.
27 replies (most recent on top)
Fake news
@n9 whatever, 2026 is the last year of UCS in Cisco, definitely.
@OP it is not nvidia, it is Lenovo, ask 2.4B but not sure if Lenovo accept or not
Why the fu-k would NVidia be interested in UCS? Everything about Cisco in the market place these days is "legacy". It is a confused brand that is dying in relevance. It has been outsold and outmanoeuvred in all its key franchises whilst they were used as a cash cow with little true innovation other than expensive marketing to sell licenses. They missed all the key tech transitions with id--tic management and a "emperor's new clothes" sycophantic structure where no one dare challenge the status quo for fear of being LRd.
What is CISCO UCS's value? Rack/Server design? Customer base? Supply Chain? All three were once good but have been crumbled to really so so at the best. What else? Integration with CISCO switch? and Cloud-based AI capable management software? I am not sure able the switch integration but software produced by CISCO was buggy and bad period. So, for people look from outside, not seeing any reason NVID will get this even for free...
Cisco just resells Wistron
@e1 WELL SAID
Cisco wishes - but there is no gain for NVIDIA. Cisco has no manufacturing capabilities it relies completely in 3rd party - it is just a marketing entity . Interisght is the only interesting but NVIDIA has already that ....
@e5
Allocation of memory till the end of 2027. AI top market leaders bought all capacity. Cisco will get nothing. It’s not a question if UCS products will be sold or not, the question is when it will happen and which value.
nope
Will Cisco get enough DDR5 to fulfill orders? Cisco ranks very low globally in x86 rackmount sales, covering barely 3% of the market. The current memory shortage could ki-l the UCS business entirely.
Cisco is yesterday’s news. Cisco has nothing to say that influences anyone these days. Cisco is a also ran company whilst Nvida, Microsoft and many others make the news. Glory days are long ago but the arrogance and hubris is though Cisco were in Nvidia’s position.
Nvidia already sells servers. What would UCS bring them?
What do you guys think about dell? Can they be nvidia’s target. They seem to have a good strategy set by pe---erez former hp and Cisco dc guru.
NVIDA is not buying a sales company Cisco
There is still little bit of life with Cat9K, Only a novice will consider ACI from Cisco, a dead product from a dead company.
Nvidia will buy everything. Pretty cool, just watch and be patience . It’s a matter of paandayyy.
Has anyone thought deeply about why Nvidia is investing in Intel? Nvidia's next move will be to acquire a server manufacturer that uses Intel processors for their platform. They are becoming a scary company in their size and power.
Dec 29 (Reuters) - Nvidia (NVDA.O), opens new tab has purchased Intel shares worth $5 billion
https://www.reuters.com/legal/transactional/nvidia-takes-5-billion-stake-intel-under-september-agreement-2025-12-29/
There is a strong rumor that Cisco will buy nutanix. Pula and porky pig will return to manufacturing. Zorro Cural, A Mole, and kakarez will join DC in a stunning move.
Apriiilllll Foooool
@b4
If we follow your logic, why did they acquire Mellanox?!
They lack the server part in SuperPOD as they depend on server manufacturers. Cisco's high-quality UCS platform will reduce their dependence on server manufacturers and enable them to offer a complete end-to-end solution.
@OP rumors of cisco selling ucs have been around since its introduction. 13+years... the runor reappears damn near every single time the BU starts gaining market share .. again. Hard to find any truth in this latest round of rumors.
Why the he-l would nvidia buy ucs from cisco? Jensen hates Chuckie and is about to destroy cisco's dcn with their networking business. Furthermore nvidia has already been a serious force in the compute busniess. It would be insane for nvidia to spend money on a "competitor" who barely even competes. It would make more sense if nvidia bought smc.
Those who easy cancel this news, remember how Cisco eliminated overnight HyperFlex products and moved all R&D team to Nutanix.
@at since you seem to know a lot, where is nutanix coming from?
Cisco UCS is from HPE, no one is going to buy Cisco UCS, an useless expensive product.
Cisco UCS is on same category as Cisco ACI.
Makes sense. The server business is very competitive and the competition is super aggressive. Considering the allocation of memory and disk components over the next two years, this is going to be a bloody business.
Good for UCS