What Cisco makes for data centers
public · HQ San Jose, US · cisco.com
Cisco makes data-center switch systems and Silicon One switch ASICs, and through its Acacia unit supplies coherent DCI optics and pluggable modules for links between data centers. It is a founding board member of the UALink scale-up interconnect consortium.
Listing
Snapshot 2026-08-28T02:17:39Z — nightly, not real-time. · Chart on TradingView ↗
Exposure
5 parts across 2 layers
FY2025 results: AI infrastructure orders from webscale customers exceeded $2 billion for the fiscal year, including over $800 million in Q4 (Cisco Q4/FY2025 earnings release, investor.cisco.com).
Parts, by layer
Layer 3 — Networking & interconnect
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Scale-out switch ASICs | manufacturer | inferred | Broadcom, Marvell, Nvidia, Huawei | Silicon One |
| Switch systems & white-box ODMs | manufacturer | inferred | Quanta Computer, Accton (Edgecore), Alpha Networks, Arista, Celestica, Dell | |
| Optical transceivers | manufacturer | inferred | Accelink, Applied Optoelectronics, Broadcom, Coherent, Eoptolink, HG Genuine | |
| DCI / coherent optics | manufacturer | inferred | Adtran, Ciena, Coherent, Lumentum, Marvell, Nokia |
Layer 4 — Servers, racks & integration
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Rack-scale systems | oem | inferred | Quanta Computer, AMD, ASRock Rack, ASUS, Compal, Dell |
Disclosed customers
| Customer | % | Metric | Period | Filing |
|---|---|---|---|---|
| one customer | 10% | revenue | 2025-07-26 | 10-K |
Verification: enriched, last verified 2026-08-27. Sources: investor.cisco.com · www.cisco.com.· Markdown · JSON