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Cisco Systems

Silicon One AI switches, AI optics and UCS AI servers

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Where it fits in an AI server rack

Took $9.3B of AI infrastructure orders from hyperscalers in fiscal 2026 and recognized about $4B of that revenue, expecting $7.5B in fiscal 2027 (Aug 12, 2026). Its Silicon One G300 (102.4 Tb/s, Feb 10, 2026) powers liquid-cooled N9000 and 8000 systems and 1.6T OSFP and 800G LPO optics shipping in 2026. The N9100 is the first NVIDIA partner-developed switch on Spectrum-X silicon, and UCS 880A M8 servers carry NVIDIA HGX B300 (Oct 28, 2025).

What the evidence establishes

AI-rack evidence

Disclosed: Cisco’s fiscal 2026 results give the hyperscaler AI orders and revenue; its newsroom describes Silicon One G300, the N9100 and UCS AI servers.

An explicit AI-server or AI-rack product, design-in, supply role, program, reference design or partnership, such as a part named for rack-scale AI systems or a product sold for AI data centers. For a rack builder, it means the company’s own AI servers or racks. This does not establish revenue, market share, volumes or future sourcing.

Listed as a rack builder for its own AI servers and racks, not as a supplier of the parts inside.

Component roleSilicon One AI switches, AI optics and UCS AI servers
EvidenceDisclosed: Cisco’s fiscal 2026 results give the hyperscaler AI orders and revenue; its newsroom describes Silicon One G300, the N9100 and UCS AI servers.
How we knowDisclosed The company’s own filing, release, annual report, product page or investor record describes the AI-server or AI-rack role. Where customers are unnamed, the listing says so.
Primary sourceCisco Systems — supporting disclosure
Company or official disclosure; vendor claims are attributed to their source.
Checked. This is the research review date, not the source publication or quote time.

Keep in perspective

Cisco does not say which products go into which hyperscaler’s racks, and the AI orders mix Silicon One systems with optics. AI infrastructure is a small part of $63.3B fiscal 2026 revenue, and the G300 release does not say whether the chip is sold on its own.

Diversified business exposure. This describes the breadth or role of the business; it is not an investment rating. An AI-server product, design-in or partnership does not by itself establish material AI-rack revenue, market share, or future returns.

Connections to the assembly

These links explain the technology relationship. The model is illustrative and does not represent an actual manufacturer’s bill of materials.

Switch ASICs

Scale-up switch chips that connect every GPU in the rack to every other GPU at full bandwidth. Other designs use Ethernet switch chips for the same job.

Scope of the company links: Scale-up and fabric switch chips. NVIDIA’s NVLink Switch chips sit in the 1RU switch trays of GB200/GB300 NVL72 (NVIDIA OCP contribution, Oct 15, 2024), and its Spectrum-6 Ethernet ASIC runs 102.4 Tb/s. Broadcom sells Ethernet switching silicon to hyperscalers and to makers of AI servers, switches and racks (FY2025 10-K); Cisco’s Silicon One G300 (102.4 Tb/s) powers its own systems; Astera Labs’ Scorpio X-Series is a scale-up fabric switch for up to 80 accelerators; Marvell’s 10-K lists Teralynx Ethernet switches of up to 51.2 Tb/s. Celestica designs AMD Helios’s scale-up switch trays on other companies’ silicon and is listed under the top-of-rack switch, not here.

Top-of-rack switch

The rack’s own switch boxes. In the reference design they carry the management network for every tray, while scale-out traffic leaves through each tray’s network cards; other designs also aggregate data traffic here.

Scope of the company links: The rack’s own switches. In NVIDIA’s reference rack the in-rack switches carry the management network, and scale-out traffic leaves through each tray’s SuperNICs to leaf switches. NVIDIA’s Spectrum-X Ethernet switches (SN5000/SN6000) are its reference fabric, and Meta and Oracle said they would adopt them (Oct 13, 2025). Arista (7060 AI leaf, 7800R AI spine), Cisco (Nexus N9000/N9100 and G300 systems), Celestica (hyperscale 800G white-box switches) and Accton’s Edgecore (51.2 Tb/s AIS800-64D) sell Ethernet switches for AI clusters, and Foxconn Industrial Internet reports that its 800G-and-above switch shipments rose more than 13-fold in 2025. The operator decides which switch serves a rack.

Optical transceivers

Pluggable 800G and 1.6T modules that convert electrical signals to light and back for links that leave the rack.

Scope of the company links: 800G and 1.6T pluggable modules (OSFP) for the rack’s scale-out links. NVIDIA names Coherent, Eoptolink, Fabrinet and Innolight as pluggable-transceiver leaders (Mar 18, 2025). Innolight, Eoptolink and Accelink list 1.6T OSFP modules in their 2025 annual reports, Coherent and Lumentum describe 800G/1.6T modules in their 10-Ks, and AOI has a first 1.6T volume order of over $200 million from an unnamed hyperscaler. Fabrinet is a contract manufacturer (NVIDIA was 16.3% of FY2026 revenue), not a module brand. NVIDIA sells LinkX-branded optical transceivers without naming their makers. TFC supplies optical engines and passive parts that go inside modules, and Credo sells ZeroFlap optical transceivers. None of these sources gives volumes or says which system a given module ships into. Cisco ships 1.6T OSFP and 800G linear-drive optics with its Silicon One systems, and Luxshare lists 800G and 1.6T optical modules in small-batch supply.

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