Cisco Wins Over AI Customers With Merchant Silicon And Optics
… Here is a handy chart that Cisco made showing its to hyperscalers, by which Cisco means hyperscalers and cloud builders as we use these terms here at The Next Platform . …
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… Here is a handy chart that Cisco made showing its to hyperscalers, by which Cisco means hyperscalers and cloud builders as we use these terms here at The Next Platform . …
… This week it’s Cisco at Cisco Live 2026 , also in Vegas. …
… Therefore, for us at Cisco, as we are actually looking at this quantum network, our vision has always been to enable this heterogeneous set of quantum computers coming together with one unified fabric.” quantum switch connect quantum computing cisco
… The next era of computation demands a unified commitment to building the infrastructure for distributed superintelligence in an open and interoperable manner.” outshift agentic ai infrastructure cisco control
… It has happened before. cisco router switch p200 nexus 9000 it spending infrastructure hyperscaler g300 financial results connect cloud cisco 8000 server silicon one
… And still, when it comes to high speed ports, Arista has been able to eat a lot of the lunch and some of the dinner of Cisco Systems, and it is Arista’s championship of merchant silicon and its willingness to support the network operating systems created by the hyperscalers and cloud builders that … …
… If you want to lash together more GPUs than that with the currently shipping ASICs from Broadcom, Nvidia, or Cisco Systems, then you need to make modular switches from them or keep adding more aggregation tiers, which radically increases the number of hops between accelerators and therefore latency. …
… Nutanix chief executive officer Rajiv Ramaswami described the NetApp tie-up as “something frankly we could not have imagined a few years ago.” Ramaswami also said the firm would expand its partnership with Cisco, integrating Nutanix tech into Cisco Unified Edge, Secure AI factory, and AI Pod lines. …
… Cisco scared the hell out of the server OEMs back then, much as Nvidia’s full stack integration does today – and importantly leaves little room for the OEMs that do resell Nvidia GPU systems to add value and therefore make some profits of their own. …
… It is hard to say whose Ethernet ASICs might be used, but it won’t be Nvidia’s and it might not be Broadcom’s, so that leaves Cisco Systems’ or Marvell’s. …