Cisco vs Oracle

Cisco — Hardware · Public · $433.3B mkt cap · 4 of 4 figures sourced  |  Oracle — Application · Public · $454.4B mkt cap · 4 of 4 figures sourced

Relationship

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

10 of 17 capabilitiesShared product typeSame scale bandNamed in filingBuy data-centre AI compute

10 of 17 capabilities — Shares AI compute hardware, agent orchestration, customer support and 7 more.

Ludbee capability tags · from the product records

Shared product type — Both ship application.

Ludbee product records

Same scale band — Both large-cap.

Ludbee scale bands · from valuation and funding figures

Named in filing — “Our enterprise cloud, software and hardware offerings compete directly with certain offerings from some of the largest and most competitive companies in the world, including Adobe Systems Incorporated, Alphabet Inc., Amazon.com, Inc., Cisc…”

sec.gov · checked 2026-09-18

Buy data-centre AI compute — Rivals on this job — Equip a data centre to train and serve models — accelerators bought as chips, cards, servers or rack systems, or rented as dedicated cloud capacity.

Ludbee needs vocabulary · the scope on the sourced edge

Aligned comparison

FieldCiscoOracle
Market cap$433.3B$454.4B Oracle has 4.9% more
Employees86,200141,000 Oracle has 64% more
Founded19841977 7 yrs earlier
StatusPublicPublic match
CategoryHardwareApplication
Stack layerAI agent, Application, HardwareAPI service, Agent platform, Application, Data service, Developer tool, Infrastructure service, Model API
HeadquartersSan Jose, USAAustin, USA

Capability overlap

Shared · 10

Agent orchestrationAI compute hardwareCustomer supportData analysisGuardrails and safetyModel inferenceModel trainingSpeech to textVoice agentWorkflow automation

Not verified for Oracle · 7

Accelerator siliconData securityEvaluation and observabilityInterconnectServer systemsSummarizationThreat detection and response

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

Not verified for Cisco · 8

Clinical documentationDocument extractionGPU cloudKnowledge retrievalText to speechTranslationVector searchVideo analytics

Recorded for Oracle. 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

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.

Oracle

Application

Oracle AI Agent StudioApplication

Low-code/pro-code platform to design, configure, test and deploy AI agents natively within Oracle Fusion Cloud Applications, with pre-built templates, multi-agent orchestration and document/RAG support across ERP, HCM, SCM and CX.

Oracle Health Clinical AI AgentApplication

Agent that automates clinical documentation, coding, dictation and chart review for physicians inside Oracle Health's EHR platform.

No counterpart

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

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.

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

API service

OCI Document UnderstandingAPI service

Service that extracts text, tables and structured fields from documents via API and CLI.

OCI LanguageAPI service

Natural-language API for sentiment analysis, entity recognition, text classification and translation, billed per 1,000 transactions or per dedicated inferencing unit-hour.

OCI SpeechAPI service

Service that transcribes speech to text and synthesises text to speech, billed per transcription hour.

OCI VisionAPI service

Image-analysis API for object detection, OCR and custom vision model training, billed per 1,000 transactions or per processed video minute.

Agent platform

OCI Enterprise AIAgent platform

Oracle's platform for building, deploying and governing production AI agents with managed foundation-model access, enterprise data retrieval and workflow orchestration.

Oracle Digital AssistantAgent platform

Platform for building conversational chatbots and voice interfaces for business applications, billed per 1,000 requests.

Developer tool

OCI Data ScienceDeveloper tool

Managed platform for building, training and deploying machine-learning models with notebooks, GPU-backed training and MLOps pipelines.

Infrastructure service

OCI Compute for GPUsInfrastructure service

On-demand and bare-metal NVIDIA and AMD GPU instances, scalable into large clusters, sold for AI training and inference and billed per GPU-hour.

Data service

Oracle Autonomous AI DatabaseData service

Self-managing Oracle database with built-in vector search and model calls over the data it stores.

Model API

Generative AI CapabilitiesModel API

Oracle Cloud service that serves models from Cohere, Meta, xAI, Google and OpenAI behind one API, with fine-tuning and dedicated clusters.