Silicon One G300 and G300-based systems

Cisco's 102.4 Tbps switching chip for AI data centers, sold inside new N9000 and Cisco 8000 systems, with 800G linear pluggable optics and 1.6T OSFP optics. The 100% liquid-cooled systems are Cisco's claim of about 70% better energy efficiency; those figures are Cisco's own and not independently benchmarked.

Why it matters to the stock. The G300 is the chip Cisco needs to win the next AI cluster build-outs against merchant-silicon switches. Its shipping timing is the key test for whether networking growth holds into fiscal 2027.