By Tim Fries
Publication Date: 2026-02-10 15:34:00
Cisco Systems (CSCO) stock surged on February 10, 2026, trading at $88.05, up $1.27 (+1.46%) as of 10:27 AM EST, following the company’s announcement of its Silicon One G300 AI networking chip. The new 102.4 Tbps switch chip positions Cisco to compete directly with Nvidia and Broadcom in the rapidly expanding $600 billion AI infrastructure market. The chip, manufactured using TSMC’s advanced 3-nanometer technology, is designed to power massive AI data centers and is expected to launch in the second half of 2026.
Cisco Unveils Silicon One G300 to Target AI Data Center Networking
The Silicon One G300 represents a significant technological leap for Cisco, featuring what the company calls “Intelligent Collective Networking” that combines an industry-leading fully shared packet buffer with path-based…
