Cisco stock rises as company challenges Broadcom in AI networking

Published 08/10/2025, 14:18
 Cisco stock rises as company challenges Broadcom in AI networking

Investing.com -- Cisco Systems (NASDAQ:CSCO) stock rose 1.6% while Broadcom (NASDAQ:AVGO) fell 0.7% after Cisco announced new chip technology aimed at connecting AI data centers, directly challenging Broadcom’s position in the growing AI networking market.

According to a report from Bloomberg, Cisco unveiled its Silicon One P200 chip and 8223 routing systems on Wednesday, designed to enable faster data transfers across long-haul optic cables connecting AI data centers hundreds of miles apart. The new components are significantly smaller than previous versions and specifically engineered to support AI training processes that require massive data transfers.

The move represents a direct competitive challenge to Broadcom, which released its latest Jericho networking chip in August with similar capabilities for AI workloads across multiple locations. While Cisco is less established in this specific market segment, the company appears to be moving aggressively to get its technology to customers ahead of Broadcom.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.