Cerebras Systems vs Cisco

Cerebras Systems — Hardware · Public · $44.4B mkt cap · 3 of 3 figures sourced  |  Cisco — Hardware · Public · $433.3B mkt cap · 4 of 4 figures sourced

Relationship

Cerebras WSE-3 Turbo (WSE-3T) and Cisco AI PODs do comparable work on model training; both also serve buyers who need to buy data-centre AI compute; larger scale (public).

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

3 of 3 capabilitiesShared product typeLarger scale

3 of 3 capabilities — Shares accelerator silicon, model inference and model training.

Ludbee capability tags · from the product records

Shared product type — Both ship hardware.

Ludbee product records

Larger scale — Cisco: $433.3B market cap, against Cerebras Systems's $44.4B market cap.

Ludbee scale figures · valuation, market cap or revenue estimate

Aligned comparison

FieldCerebras SystemsCisco
Market cap$44.4B$433.3B Cisco has 9.8× more
Employees70886,200 Cisco has 122× more
Founded20151984 31 yrs earlier
StatusPublicPublic match
CategoryHardwareHardware match
Stack layerHardware, Model API, PlatformAI agent, Application, Hardware
HeadquartersSunnyvale, USASan Jose, USA

Capability overlap

Shared · 3

Accelerator siliconModel inferenceModel training

Not verified for Cerebras Systems · 14

Agent orchestrationAI compute hardwareCustomer supportData analysisData securityEvaluation and observabilityGuardrails and safetyInterconnectServer systemsSpeech to textSummarizationThreat detection and responseVoice agentWorkflow automation

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

Cerebras Systems has no capability Cisco lacks, among the 3 recorded here.

Products, side by side

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

Cerebras Systems

Hardware

Cerebras WSE-3 Turbo (WSE-3T)Hardware

Wafer-scale processor — now WSE-3 Turbo (WSE-3T), four trillion transistors and 900,000 AI cores — sold inside Cerebras' rack-scale systems: three WSE-3T processors power the CS-4, the successor to the WSE-3-based CS-3.

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

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

Platform

Cerebras Training CloudPlatform

Managed training/fine-tuning cloud for models from 1B to tens-of-trillions of parameters without manual sharding or model-parallelism configuration, billed pay-per-hour or pay-per-model (Cerebras-run custom training).

Model API

Cerebras InferenceModel API

Hosted inference service that serves open-weight models on Cerebras wafer-scale hardware, billed per token.

Cisco sells these in a stack layer with no product recorded for Cerebras Systems 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.