The Bull Case For Cisco Systems (CSCO) Could Change Following New Splunk AI POD And Cloud Alliances

Cisco Systems recently expanded its Splunk AI portfolio through new on-premises offerings such as Cisco AI POD for Splunk, deepened its partnership with NVIDIA, and formalized a multi-year co-development agreement with AWS to build AI-driven security and observability solutions across hybrid environments. By combining real-time AI cost tracking, agentic security operations, and flexible model hosting that keeps data within customer-controlled infrastructure, Cisco is positioning Splunk as a cent…