Cisco Launches Power-Efficient Networking Chips, Takes on Broadcom and Marvell in AI Arena
Portfolio Pulse from Anusuya Lahiri
Cisco Systems has launched power-efficient networking chips for AI supercomputers, competing with Broadcom and Marvell Technology. Five of the six major cloud providers are testing chips from Cisco's SiliconOne series.
June 21, 2023 | 1:11 pm
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Cisco launches power-efficient networking chips for AI supercomputers, competing with Broadcom and Marvell. Major cloud providers are testing its SiliconOne series.
Cisco's launch of power-efficient networking chips for AI supercomputers puts it in direct competition with Broadcom and Marvell. With five of the six major cloud providers testing its SiliconOne series, this could lead to increased demand and potential growth for Cisco in the short term.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
NEGATIVE IMPACT
Cisco's new networking chips for AI supercomputers compete with Broadcom's offerings, potentially impacting Broadcom's market share.
Cisco's entry into the AI networking chips market with power-efficient offerings could pose a threat to Broadcom's market share. As major cloud providers test Cisco's SiliconOne series, Broadcom may face increased competition and potential loss of customers in the short term.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 80
NEGATIVE IMPACT
Cisco's launch of networking chips for AI supercomputers competes with Marvell Technology's offerings, potentially affecting Marvell's market share.
Cisco's entry into the AI networking chips market with power-efficient offerings could pose a threat to Marvell Technology's market share. As major cloud providers test Cisco's SiliconOne series, Marvell may face increased competition and potential loss of customers in the short term.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 80