智通财经网·2025-10-08 13:45Core Insights - Cisco has launched a new network chip named P200, designed specifically for connecting AI data centers, with Microsoft and Alibaba Cloud as its first customers [1] - The P200 chip will compete with similar products from Broadcom and will be integrated into new routing devices aimed at connecting large-scale data center clusters for AI training [1] - The need for connecting multiple data centers arises from the massive scale of AI training tasks, which may require collaboration over distances of up to 1,000 miles [1] Group 1 - The P200 chip replaces the functionality of 92 independent chips with a single chip, resulting in a 65% reduction in power consumption for routers built on this technology [2] - Cisco has extensive experience in buffering technology, which is crucial for ensuring data synchronization and loss prevention across multiple data centers [2] - The growing scale of cloud and AI demands faster networks with stronger buffering capabilities to handle sudden data traffic spikes, as noted by Microsoft's Azure network executive [2]