Cisco unveils AI networking plans: what it means for Cisco Systems stock
Published on 10/24/2026 at 10:01 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSAI infrastructure developments
- Cisco introduced silicon, systems and optical innovations on October 12, 2026.
- Cisco said its 51.2T systems are deployed in a production environment.
- The G302 is planned to begin shipping to customers before the end of 2026.
Cisco introduced new silicon, systems and optical innovations at the Open Compute Project Global Summit on October 12, 2026, according to the Cisco newsroom. The company said the developments are designed to support open AI infrastructure from rack-scale computing to distributed capacity.
Market context: Market report Nasdaq Composite.
AI networking developments
Cisco said systems powered by its Silicon One P200 with 51.2T capacity are deployed in a production environment by leading hyperscalers. The company also said its 102.4T Silicon One G300 is available for customer sampling and that the first G300-powered systems are shipping to customers.
Optics and switching roadmap
Cisco and NVIDIA plan to develop an open industry specification for a pluggable optical design capable of 400G per lane. Cisco also introduced the G302, a 51.2T switching silicon product designed for top-of-rack systems, and said it is planned to begin shipping to customers before the end of 2026.
Open infrastructure focus
The October 12 announcement covered Cisco's Silicon One architecture, optical networking and support for SONiC. Cisco said the portfolio is intended for AI builders, hyperscalers, neoclouds, enterprises and service providers.
