Cisco Systems unveiled new AI networking platforms built on Silicon One P200, G300 and G302 switching chips, with 51.2T and 102.4T systems. It also introduced 1.6T optical modules and integrated liquid cooling aimed at high-density AI data centers, and disclosed a collaboration with NVIDIA, TE Connectivity and Amphenol to co-develop a 400Gb/s per lane USFP optical module and open specification. The company has a market cap of US$423.4b. The article says the launch supports Cisco's position as an AI networking provider competing with Arista and Juniper, but the richer hardware mix adds to margin pressure that has already contributed to non-GAAP gross margin compression.
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