Feb. 10 at 4:19 PM
🧠📡
$CSCO moving higher after Cisco dropped its new Silicon One G300 AI networking chip, a clear shot at the heart of AI data center infrastructure.
The G300 is a 102.4 Tbps switch chip built on TSMC’s 3nm process, aimed at solving one of AI’s biggest bottlenecks: network congestion, not GPUs. Cisco claims faster AI workloads, better GPU utilization, and big gains in energy efficiency with liquid-cooled systems.
Translation: Cisco wants in on the
$600B AI infra spend, competing more directly with players tied to
$NVDA and
$AVGO — but from the network side.
Stock’s already up strong YTD, and this announcement lands right before earnings, signaling Cisco isn’t just an “old tech” name anymore.
AI arms race isn’t just about chips. The pipes matter too.