Networking and communications technology solutions provider Cisco (CSCO) will report its second-quarter earnings for fiscal 2026 today, after the market closes. Shares of the company have been a beneficiary of the AI trade, rising 38% over the past year. However, investors should curb their enthusiasm about the fact that this uptick can sustain, as Cisco was once touted to be the biggest gainer from the dot-com boom era, as the thesis was that its networking equipment would be at the core of the internet i ...

每日晨报│2026 年 2 月 11 日 -主要市场指数表现 | | 收市价 | 上个交易日升 | YTD 升跌 | | --- | --- | --- | --- | | 恒生指数 | 27,027 | +1.76% | +5.45% | | 恒生科技指数 | 5,417 | +1.34% | -1.78% | | 国企指数 | 9,168 | +1.52% | +2.86% | | 沪深 300 | 4,719 | +1.63% | +1.92% | | 上证综合指数 | 4,123 | +1.41% | +3.89% | | 深证成份指数 | 14,208 | +2.17% | +5.05% | | 中小板指 | 8,594 | +1.74% | +4.01% | | 道琼斯指数 | 50,135 | +0.04% | +4.31% | | 标普 500 指数 | 6,964 | +0.47% | +1.74% | | 纳斯达克指数 | 23,238 | +0.90% | -0.01% | | 伦敦富时指数 | 10,386 | +0.16% | +4.58% | | CAC40 指数 | 8,323 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 现代人工智能数据中心——实际上，如今更像是一个数据星系，因为人工智能的处理需求早已远远超 出单个数据中心，甚至在少数极端情况下，也超出了同一区域内多个数据中心的范畴——其网络存在 两个瓶颈。一是数据中心互连，它构建了一个路由器骨干网，将多个数据中心连接成一个单一的计算 集群；二是后端网络，它在数十个、未来甚至数百或数千个GPU或XPU之间创建一个单一的内存域， 这是专家训练和推理混合应用的最佳粒度。 去年秋天，思科推出了"暗金字塔"P200路由器芯片，解决了数据中心互连问题。该芯片是不断壮大 的Silicon One产品线的一部分，思科在自己的交换机和路由器中使用，超大规模数据中心运营商和 云构建商也在定制设备中使用。 本周，在阿姆斯特丹举行的 Cisco Live 大会上，思科推出了 G300 ASIC，进一步提升了交换机的带 宽。该芯片可提供 102.4 Tb/S的聚合带宽，旨在与博通和英伟达展开竞争，争夺 1.6 Tb/s端口的市 场份额，用于连接后端网络中的 GPU 和 XPU。此外，思科还将通过更高基数的交换机提供 800 Gb/ 秒端口，从而提升前端 ...

On Feb. 16, 1990, Cisco Systems (NASDAQ: CSCO) went public at $18 per share. The then-$224 million company, whose software enabled computer networks to link up over greater distances, was created by two computer support staffers at Stanford University who had been tasked with helping to expand the computer network across campus. Realizing the commercial potential of the "network extension cord" that they had created, they quit their jobs to found Cisco in 1984. The company's routers and switches were in ...

Cisco Systems, Inc. (NASDAQ:CSCO) is one of the stocks in focus on Jim Cramer’s game plan. Cramer highlighted that the stock holds a significant position in the Charitable Trust, as he remarked: Wednesday night, we find out how Cisco stock’s been been doing. The stock’s been soaring. I don’t know. We have to find out whether this is a company that has got less software, more hardware. In the old days, I used to hope it had more software and less hardware, but it’s still a sizeable position for the Charita ...

Tuesday features AstraZeneca PLC and Coca-Cola Company (The) pre-market, with numerous healthcare and financials reports. Wednesday highlights McDonald's Corporation, T-Mobile US Inc., and Cisco Systems Inc. for technology earnings. Thursday brings Applied Materials Inc. after market. Energy majors lead a lighter Friday, while Next Tuesday concludes with Medtronic plc. and Palo Alto Networks Inc.. Disclaimer: This article is for informational purposes only and does not constitute financial advice. We are no ...

Core Insights - Cisco has launched a new networking chip, Silicon One G300, designed to accelerate information transmission within large data centers, potentially competing directly with products from Broadcom and NVIDIA [1][2] - The Silicon One G300 chip can deliver 102.4 Terabits per second, powering AI clusters at gigawatt scale, enhancing GPU utilization, and improving task completion time by 28% [1] - Cisco's new systems, N9000 and 8000, will utilize the Silicon One G300 chip and are tailored for hyperscale cloud providers, emerging cloud services, sovereign clouds, service providers, and enterprise customers [1] - The new systems will feature a 100% liquid cooling design, combined with new optical technologies, aiming to improve energy efficiency by nearly 70% [1] - Cisco has enhanced its Nexus One data center network architecture to facilitate easier operation of AI networks for enterprises, whether on-premises or in the cloud [1][2] Industry Context - As AI training and inference scale up, data movement has become critical for efficient AI computing, with networks now considered part of the computing infrastructure [2] - Cisco's Silicon One G300 chip is designed to provide high-performance, programmable, and deterministic network experiences, enabling customers to fully leverage their computing resources securely and reliably in production environments [2] - NVIDIA recently announced its next-generation AI computing platform, Vera Rubin, which includes key networking and infrastructure components, while Broadcom has begun shipping its Tomahawk 6 series switching chips [2] - Cisco has introduced a series of features to help enterprises securely adopt AI technologies while maintaining the integrity of AI agents and control over agent interactions [2] Security Features - AI Bill of Materials: Provides centralized visibility and governance for AI software assets, including model context protocol servers and third-party dependencies, to ensure AI supply chain security [3] - MCP Catalog: Discovers, inventories, and helps manage risks associated with MCP servers and registries across public and private platforms, enhancing AI governance [3] - Advanced Algorithm Red Team Testing: Expands the scope of AI security assessments [4] - Real-time Agent Safeguards: Ensures the security of agents and applications [4]

Group 1 - Dow futures rose by 0.09%, S&P 500 futures increased by 0.10%, and Nasdaq futures gained 0.07% [1] - Philips reported Q4 2025 earnings with a 1% year-over-year sales increase to €5.1 billion and an adjusted EBITA of €770 million, exceeding market expectations, leading to a 6.89% stock increase [2] - Cisco launched a new AI network chip, "Silicon One G300," expected to enhance AI computing task speeds by 28%, utilizing TSMC's 3nm process technology [2] Group 2 - Alphabet, Google's parent company, initiated its first issuance of Swiss franc bonds and British pound bonds, with maturities ranging from 3 to 100 years [2] - TSMC reported January sales of NT$401.26 billion, a 36.8% year-over-year increase and a 19.8% month-over-month rise, leading to a 3.09% stock increase [2] - BP's Q4 earnings showed a benchmark replacement cost profit of $1.54 billion, aligning with analyst expectations, but the full-year net profit of $7.49 billion fell short of the $7.58 billion forecast, resulting in a 4.9% stock decline [2] Group 3 - AstraZeneca's 2025 total revenue reached $58.739 billion, an 8% year-over-year increase, with growth in biopharmaceuticals, oncology, and rare diseases, and plans for significant investment in China [3] - AppLovin's stock rose by 3.5% after a short-seller retracted allegations against a major shareholder, ensuring the protection of legal rights [3] Group 4 - Eli Lilly announced a $2.4 billion acquisition of Orna Therapeutics to gain CAR-T therapy technology, aiming to produce cells in vivo rather than in the lab [4] Group 5 - Optical communication stocks saw a pre-market surge, with Redo Technology up over 17%, Astera Labs rising over 5%, and Corning increasing by over 1% [5]

Core Insights - Cisco has launched a new chip and router aimed at accelerating information transmission in large data centers, competing for a share of the $600 billion AI infrastructure spending market [1][2] Group 1: Product Launch - The Silicon One G300 switching chip is expected to be released in the second half of this year, designed to efficiently interconnect AI system training and operational chips through hundreds of thousands of links [1][2] - The chip will be manufactured using TSMC's 3-nanometer process and will feature new "buffer dampening" characteristics to prevent network congestion during spikes in data traffic [1][2] Group 2: Performance Expectations - Cisco anticipates that the new chip could enhance the speed of certain AI computing tasks by 28%, partly due to its ability to automatically reroute data around network failures in microseconds [1][2] - The focus is on overall end-to-end network efficiency, especially when dealing with tens of thousands of connections, which frequently encounter congestion issues [1][2] Group 3: Competitive Landscape - The networking sector has become a critical competitive arena in the AI field, with Nvidia recently releasing a system that includes a network chip among its six core chips, directly competing with Cisco's products [1][2] - Broadcom is also competing in the same market with its "Tomahawk" series of chips [1][2]

如果您希望可以时常见面，欢迎标星收藏哦~ 思科今日发布Silicon One G300，这是一款专为大规模人工智能集群构建而设计的102.4 Tbps交换 芯片，持续推动网络向人工智能创新平台转型。思科Silicon One G300将为全新的思科N9000和思 科8000系统提供动力，进一步拓展数据中心人工智能网络的边界。这些系统采用创新的液冷技 术，并支持高密度光模块，从而达到新的效率标杆，确保客户充分利用其GPU投资。此外，思科 还增强了Nexus One，使企业能够更轻松地运维其人工智能网络（无论是在本地还是在云端），从 而消除可能阻碍企业扩展人工智能数据中心的复杂性。 思科总裁兼首席产品官 Jeetu Patel表示："我们正在通过全栈创新——从芯片到系统和软件——引 领人工智能网络的性能、可管理性和安全性。我们正在为未来的基础设施奠定基础，支持从超大规 模企业到大型企业等各类客户向人工智能驱动的工作负载转型。" "随着人工智能训练和推理规模的不断扩大，数据移动成为高效人工智能计算的关键；网络本身也 成为计算的一部分。这不仅仅关乎更快的GPU——网络必须提供可扩展的带宽以及可靠、无拥塞 的数据传输， ...