Broadcom Holds Steady as Cisco Enters AI Networking Race with New Chip
Broadcom shares remained resilient as Cisco unveiled its Silicon One P200 chip and 8223 router system, targeting AI data center connectivity. Both semiconductor firms saw 2% share price gains Wednesday afternoon in a competitive but symbiotic market reaction.
Cisco's new hardware suite aims to solve latency bottlenecks in distributed AI workloads, directly challenging Broadcom's Jericho3-AI networking chip. The 8223 router emphasizes energy efficiency and protocol adaptability—features increasingly critical as AI infrastructure scales globally.