In a significant development in the AI infrastructure sector, VAST Data and Cisco have expanded their strategic partnership to offer a comprehensive AI infrastructure solution. This collaboration integrates VAST's AI Operating System with Cisco's UCS and Nexus platforms, providing a unified and scalable infrastructure for enterprise AI applications. The joint solution aims to simplify and accelerate the deployment of AI systems by unifying data pipelines and automating infrastructure management, while ensuring security and operational agility across all environments. This turnkey platform, designed for data-intensive AI systems, demonstrates the companies' shared vision of advancing enterprise AI adoption through a secure, accessible, and scalable approach.

Elsewhere in the market, Credo Technology Group Holding was a standout up 14.8% and closing at $71.92. Two days ago, Credo provided earnings guidance for 2026 with expected revenue growth over 85%, following strong 2025 financial results. In the meantime, United Microelectronics trailed, down 2.8% to finish the session at NT$45.95.

UMC's strategic advances in the 22-nanometer segment could drive potential market gains. Explore our detailed narrative to understand how UMC's innovations might benefit your portfolio.

Don't miss our Market Insights article, "AI Enters the 'Show Me The Money' Phase," which explores AI chip sector investments and opportunities—get in fast!

Best AI Chip Stocks

• NVIDIA closed at $141.22 up 2.8%. On Monday, 2 June 2025, NVIDIA announced a strategic integration with Illumio to enhance cyber resilience for critical infrastructure using the BlueField platform.
• Advanced Micro Devices settled at $117.31 up 2.3%. This week, the company announced its EPYC processors will be integrated across Rubrik's data security platform, enhancing enterprise cloud solutions and sustainability efforts.
• QUALCOMM closed at $148.94 up 1.6%. Qualcomm remains in discussions about acquiring Alphawave IP Group, with a decision deadline extended to 5 June 2025, which is in 1 day.

Next Steps

• Jump into our full catalog of 52 AI Chip Stocks, which includes ON Semiconductor, Analog Devices and Realtek Semiconductor, here.
• Ready For A Different Approach? Outshine the giants: these 26 early-stage AI stocks could fund your retirement.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Sources:

• Simply Wall St
• "VAST Data and Cisco Expand Partnership to Deliver Turnkey, Scalable Infrastructure for Enterprise AI" from VAST Data on GlobeNewswire (published 03 June 2025)

Companies discussed in this article include NasdaqGS:CRDO NasdaqGS:NVDA NasdaqGS:AMD NasdaqGS:QCOM and TWSE:2303.

This article was originally published by Simply Wall St.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com