Cisco vs Nebius Group

Cisco — Hardware · Public · $433.3B mkt cap · 4 of 4 figures sourced  |  Nebius Group — Infrastructure · Public · $61.6B mkt cap · 4 of 4 figures sourced

Relationship

Cisco AI PODs and Nebius AI Cloud do comparable work on model training; both also serve buyers who need to buy data-centre AI compute; smaller scale (public); ships developer tool, infrastructure service and 1 more rather than the same layer.

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

3 of 17 capabilitiesDifferent layerSmaller scale

3 of 17 capabilities — Shares evaluation and observability, model inference and model training.

Ludbee capability tags · from the product records

Different layer — Nebius Group ships developer tool, infrastructure service and 1 more, not the same layer.

Ludbee product records

Smaller scale — Nebius Group: $61.6B market cap, against Cisco's $433.3B market cap.

Ludbee scale figures · valuation, market cap or revenue estimate

Aligned comparison

FieldCiscoNebius Group
Market cap$433.3B$61.6B Nebius Group has 7.0× smaller
Employees86,2001,543 Nebius Group has 56× fewer
Founded19842024 40 yrs later
StatusPublicPublic match
CategoryHardwareInfrastructure
Stack layerAI agent, Application, HardwareDeveloper tool, Infrastructure service, Model API
HeadquartersSan Jose, USAAmsterdam, Netherlands

Capability overlap

Shared · 3

Evaluation and observabilityModel inferenceModel training

Not verified for Nebius Group · 14

Accelerator siliconAgent orchestrationAI compute hardwareCustomer supportData analysisData securityGuardrails and safetyInterconnectServer systemsSpeech to textSummarizationThreat detection and responseVoice agentWorkflow automation

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

Not verified for Cisco · 2

GPU cloudModel hosting

Recorded for Nebius Group. Cisco’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

Cisco

No shared stack layer with the other side.

Nebius Group

No shared stack layer with the other side.

No counterpart

Cisco sells these in a stack layer with no product recorded for Nebius Group 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.

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.

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

Developer tool

Managed Service for MLflowDeveloper tool

Fully managed MLflow deployment on Nebius AI Cloud for tracking experiments, metrics and artifacts across the machine-learning lifecycle without maintaining tracking-server infrastructure.

Infrastructure service

Managed SoperatorInfrastructure service

Nebius-managed Kubernetes operator that runs Slurm clusters on GPU infrastructure for fault-tolerant large-scale AI training, with topology-aware scheduling and automatic node health checks and recovery.

Nebius AI CloudInfrastructure service

Rented GPU clusters with storage and networking for training and serving models, billed by the GPU-hour.

Serverless AIInfrastructure service

Nebius AI Cloud's on-demand GPU runtime that runs containerised AI workloads as Jobs and hosts custom models behind HTTP Endpoints without provisioning or managing clusters.

Model API

Nebius Token FactoryModel API

Managed inference endpoint serving open-weight models on Nebius hardware, billed per token.