Cisco vs Huawei
Cisco and Huawei are both placed on 3 of the same AI data center parts in this catalog, spanning layer 3. Cisco appears on 5 parts in total and Huawei on 11.
At a glance
| Cisco | Huawei | |
|---|---|---|
| Ownership | public | private |
| Headquarters | San Jose, United States | Shenzhen, China |
| Primary listing | CSCO | none in catalog |
| Market cap | 419.9B USD | |
| Parts placed | 5 | 11 |
| Layers covered | 2 | 7 |
| Units / subsidiaries | 0 | 0 |
| Seen in machines | 1 | 0 |
Market caps are a nightly snapshot in each listing's own currency, never converted.
What the shared parts are
- Scale-out switch ASICs — The switch ASICs that route traffic between racks and pods, distinct from the scale-up fabric inside a single rack.
- Switch systems & white-box ODMs — The physical switches — built by branded vendors and white-box ODMs — that house scale-out switch ASICs and connect racks into a cluster fabric.
- DCI / coherent optics — Coherent optical systems that carry data center interconnect (DCI) traffic between buildings on a campus or between metro sites, distinct from the shorter-reach optics inside a data hall.
The 3 parts both make
| Part | Cisco | Huawei |
|---|---|---|
| Scale-out switch ASICs Layer 3 — Networking & interconnect | manufacturer inferred Silicon One | manufacturer inferred |
| Switch systems & white-box ODMs Layer 3 — Networking & interconnect | manufacturer inferred | manufacturer inferred |
| DCI / coherent optics Layer 3 — Networking & interconnect | manufacturer inferred | manufacturer inferred |
Only Cisco
- Optical transceivers layer 3
- Rack-scale systems layer 4
Only Huawei
- AI storage systems layer 2
- Coolant distribution units layer 5
- Rear-door heat exchangers layer 5
- CRAH / CRAC / fan walls / in-row units layer 6
- UPS (static, modular, rotary/DRUPS) & UPS power semis layer 7
- Hyperscalers, neoclouds & model labs layer 9
- Prefab / modular data centers & power/cooling skids layer 9
- Inverters layer 8
Questions
- Do Cisco and Huawei compete?
- In this catalog they are both placed on 3 of the same parts, across 1 layer: Scale-out switch ASICs, Switch systems & white-box ODMs, DCI / coherent optics. Sharing a part does not mean selling the same product to the same buyer, so read each row's product note.
- Which has more placements, Cisco or Huawei?
- Cisco has 5 placements and Huawei has 11. Placement counts reflect how thoroughly each company has been catalogued as well as its real breadth, so they are not a ranking.
Generated from the catalog's part-to-company table. Each placement is tagged disclosed, reported or inferred; see sources & method. Neither company is endorsed or ranked here.