Cisco stock slips ahead of earnings as new AI chip targets Nvidia, Broadcom

Cisco Silicon One G300 Targets AI’s Data Center Bottleneck

AI is running into a data center bottleneck, and Cisco wants to be the fix. Cisco announced the Silicon One G300, a 102.4 Tbps switching chip, plus new systems and optics aimed at scaling AI data centers for what it calls the agentic era. Cisco’s move is a reminder that AI buildouts are becoming an infrastructure problem, not just a model problem. The company is positioning G300-powered switching platforms as part of a coordinated stack meant to…

Cisco stock slips ahead of earnings as new AI chip targets Nvidia, Broadcom

Cisco shares fell 0.6% to $85.79 Wednesday afternoon ahead of quarterly results due after the close. The company on Tuesday launched its Silicon One G300 AI networking chip, targeting data center demand and competition from Broadcom and Nvidia. Investors are focused on Cisco’s guidance for AI-driven networking sales after the stock hit a 52-week high. Wall Street expects adjusted earnings of $1.02 per share on $15.1 billion revenue. The post Cis…