The Investor
15 Sep 2026, 15:34
Cisco Expands Splunk AI With NVIDIA and AWS Partnerships
Cisco (NASDAQ: CSCO) announced a broad expansion of its Splunk AI platform, introducing new capabilities aimed at helping enterprises deploy, monitor and secure AI agents at scale.
A key part of the announcement is an expanded collaboration with NVIDIA. The new Cisco AI POD for Splunk combines Cisco infrastructure, NVIDIA accelerated computing and AI software to allow companies to run Splunk AI within their own data centers, private clouds and air-gapped environments.
Cisco also introduced Tokenomics capabilities for Splunk Agent Observability, allowing enterprises to monitor AI token spending and usage of coding agents such as Claude Code, Codex and Cursor in real time. The system can forecast future consumption and help companies connect AI spending with business outcomes.
Meanwhile, Splunk and AWS signed a multi-year agreement to jointly develop security solutions designed to counter increasingly sophisticated AI-driven cyberattacks. The collaboration combines Splunk’s security data and detection capabilities with AWS cloud infrastructure to support AI agents across threat detection, investigation and response.
The announcements strengthen Cisco’s push to position Splunk as a core platform for enterprise AI observability and cybersecurity as businesses accelerate adoption of agentic AI.
Cisco (NASDAQ: CSCO) announced a broad expansion of its Splunk AI platform, introducing new capabilities aimed at helping enterprises deploy, monitor and secure AI agents at scale.
A key part of the announcement is an expanded collaboration with NVIDIA. The new Cisco AI POD for Splunk combines Cisco infrastructure, NVIDIA accelerated computing and AI software to allow companies to run Splunk AI within their own data centers, private clouds and air-gapped environments.
Cisco also introduced Tokenomics capabilities for Splunk Agent Observability, allowing enterprises to monitor AI token spending and usage of coding agents such as Claude Code, Codex and Cursor in real time. The system can forecast future consumption and help companies connect AI spending with business outcomes.
Meanwhile, Splunk and AWS signed a multi-year agreement to jointly develop security solutions designed to counter increasingly sophisticated AI-driven cyberattacks. The collaboration combines Splunk’s security data and detection capabilities with AWS cloud infrastructure to support AI agents across threat detection, investigation and response.
The announcements strengthen Cisco’s push to position Splunk as a core platform for enterprise AI observability and cybersecurity as businesses accelerate adoption of agentic AI.
