AMD vs Cisco

AMD — Hardware · Public · $785.1B mkt cap · 4 of 4 figures sourced  |  Cisco — Hardware · Public · $433.3B mkt cap · 4 of 4 figures sourced

Relationship

AMD Helios Rackscale Solution and Cisco AI PODs for Collaboration do comparable work on server systems; both also serve buyers who need to buy data-centre AI compute; same layer and the same scale band (large-cap).

Assembled from the recorded fields for this pair, not hand-checked. The comparison below is read from each company’s own profile.

6 of 9 capabilitiesShared product typeSame scale band

6 of 9 capabilities — Shares AI compute hardware, accelerator silicon, interconnect and 3 more.

Ludbee capability tags · from the product records

Shared product type — Both ship hardware.

Ludbee product records

Same scale band — Both large-cap.

Ludbee scale bands · from valuation and funding figures

Aligned comparison

FieldAMDCisco
Market cap$785.1B$433.3B Cisco has 45% less
Employees31,00086,200 Cisco has 2.8× more
Founded19691984 15 yrs later
StatusPublicPublic match
CategoryHardwareHardware match
Stack layerHardware, Infrastructure service, PlatformAI agent, Application, Hardware
HeadquartersSanta Clara, USASan Jose, USA

Capability overlap

Shared · 6

Accelerator siliconAI compute hardwareInterconnectModel inferenceModel trainingServer systems

Not verified for Cisco · 3

GPU cloudGPU programmingModel hosting

Recorded for AMD. Cisco’s product records say nothing either way — a missing record is not a missing capability.

Not verified for AMD · 11

Agent orchestrationCustomer supportData analysisData securityEvaluation and observabilityGuardrails and safetySpeech to textSummarizationThreat detection and responseVoice agentWorkflow automation

Recorded for Cisco. AMD’s product records say nothing either way — a missing record is not a missing capability.

Products, side by side

Algorithmic pairing — assembled from recorded fields, not hand-checked

AMD

Hardware

AMD Helios Rackscale SolutionHardware

A rack-scale AI system combining 72 Instinct MI455X GPUs with EPYC CPUs and Pensando networking for frontier-model training and large-scale inference.

AMD InstinctHardware

Data-centre GPU accelerators for training and serving models, sold in OEM servers and rack systems.

AMD Kria SOMsHardware

System-on-module family for deploying edge and physical AI, with production SOMs and partner-validated carrier systems.

AMD Pensando AI NICsHardware

AI NIC family (Pollara 400 at 400 Gbps, Vulcano 800 at 800 Gbps Ethernet) for scale-out inter-GPU communication in AI training and inference clusters, built on the Ultra Ethernet Consortium specification.

AMD Pensando DPUsHardware

Data processing unit family (Salina, Giglio) offloading networking, security and storage services from host CPUs in AI data centres, programmable via the P4-based Pensando software stack.

AMD Versal AI CoreHardware

Adaptive SoC/FPGA family for AI inference and adaptive compute workloads.

AMD Versal AI Edge Series Gen 2Hardware

Second-generation Versal AI Edge adaptive SoC family for embedded AI preprocessing, inference and postprocessing.

Cisco

Hardware

Cisco AI PODsHardware

Pre-validated modular AI infrastructure bundles that combine Cisco UCS servers, NVIDIA GPUs, Nexus 9000 400G/800G switching and management software into single orderable stacks for AI inferencing, training and fine-tuning.

Cisco AI PODs for CollaborationHardware

Turnkey on-premises AI appliance that runs real-time speech transcription for Cisco collaboration deployments locally, for customers with data-sovereignty requirements that rule out cloud AI services.

Cisco Nexus Hyperfabric AIHardware

Cloud-managed full-stack AI cluster sold as hardware plus software plus service, packaging Cisco 6000 and N9300 series switches on an 800GbE back-end fabric, UCS servers with NVIDIA H200 GPUs and BlueField DPUs, optional VAST storage and NVIDIA AI Enterprise under the Hyperfabric cloud controller.

Cisco Silicon OneHardware

Unified programmable networking-silicon architecture for AI, hyperscale, data-centre, service-provider and enterprise routing/switching, spanning five series (G/P/E/K/A) of chip families.

No counterpart

AMD sells these in a stack layer with no product recorded for Cisco yet — nothing on the other side to compare them against.

Platform

AMD Enterprise AI Reference StackPlatform

An open-source reference stack for running enterprise AI workloads at scale on AMD compute: open-source AI frameworks and generative models connected to an enterprise-ready Kubernetes platform, with AMD Inference Microservices — prebuilt inference containers bundling model, engine and optimised configuration for AMD hardware.

AMD ROCmPlatform

Open-source GPU computing stack of compilers, runtimes and libraries for running AI and HPC workloads on AMD hardware.

AMD Ryzen AI SoftwarePlatform

A development stack of compiler, runtime and tools for porting pretrained models onto the NPU and integrated GPU of Ryzen AI processors.

AMD Vitis AIPlatform

An open-source AI inference development stack of compiler, optimised NPU IP and runtime for deploying deep-learning models on AMD adaptive SoCs, FPGAs and Alveo cards.

Infrastructure service

AMD Developer CloudInfrastructure service

An on-demand cloud service giving developers browser and API access to AMD Instinct MI300X GPU instances for AI, ML and HPC workloads.

Cisco sells these in a stack layer with no product recorded for AMD yet — nothing on the other side to compare them against.

Application

AI Assistant for Webex Contact CenterApplication

AI assistant for contact-centre agents and supervisors that produces call and transfer summaries, live transcription, suggested chat replies, topic analytics, automatic CSAT scoring and agent burnout signals.

Cisco AI CanvasApplication

AgenticOps workspace where teams and AI agents collaborate to investigate, correlate and resolve issues across domains: natural-language querying, multi-step agent workflows, shared real-time visibility, and native Cisco plus third-party tool integration via Cloud Control Studio.

Cisco AI DefenseApplication

End-to-end AI security product that discovers an organisation's AI assets, red-teams models and applications for vulnerabilities, and enforces runtime guardrails against prompt injection and data leakage.

Cisco IQApplication

Agentic support intelligence delivered inside Cisco Support and Professional Services — 'the delivery vehicle for everything Cisco Support and Professional Services knows about your environment, made continuously available before you ask for it' — generally available as SaaS since April 2026 and included with existing support contracts.

Webex AI Workforce Engagement ManagementApplication

AI-native workforce engagement suite for contact centres that forecasts demand and optimises shifts, uses NLP and LLMs to evaluate 100 percent of human and AI agent interactions (AI Quality Management), and runs performance coaching and AI-led onboarding simulations.

AI agent

Webex AI AgentAI agent

Autonomous customer-service AI agent that handles inquiries conversationally across voice, SMS, email, chat and messaging apps and escalates to a human agent with context when it cannot resolve.