Cisco has secured five new hyperscaler design wins for its Silicon One chips and Acacia optics portfolio. CEO Chuck Robbins expects additional wins in the next six months. Hyperscaler AI infrastructure orders are on track to reach a nine billion dollar annualized run-rate by the end of fiscal year 2026. The P200 router chip, capable of handling 51.2 terabits per second, targets scale-across applications connecting separate AI data centers. Five of six major US hyperscalers are now confirmed customers, with over one million Silicon One units shipped.
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