Cisco Unveils New AI Networking Chip, Taking on Broadcom and Nvidia
Cisco has unveiled a new AI-focused networking chip, marking a significant push into the competitive semiconductor space currently dominated by Broadcom and Nvidia. The chip is designed to handle the massive data throughput demands of AI workloads, positioning Cisco as a more vertically integrated player in the AI infrastructure ecosystem.
The announcement underscores the intensifying competition in the AI hardware market, where networking components have become critical bottlenecks as data centers scale up to support large language models and other AI applications. By developing its own silicon, Cisco aims to offer customers a more tightly integrated networking stack and reduce dependence on third-party chip suppliers.
The move comes as demand for AI infrastructure continues to surge across the tech industry, with companies racing to build out the compute and networking capacity needed to train and deploy increasingly powerful AI systems.
The announcement underscores the intensifying competition in the AI hardware market, where networking components have become critical bottlenecks as data centers scale up to support large language models and other AI applications. By developing its own silicon, Cisco aims to offer customers a more tightly integrated networking stack and reduce dependence on third-party chip suppliers.
The move comes as demand for AI infrastructure continues to surge across the tech industry, with companies racing to build out the compute and networking capacity needed to train and deploy increasingly powerful AI systems.