silicon one

bte

AI Has a Networking Problem. Cisco Saw It Coming.

*Cisco made a silicon bet before AI existed. Now that bet is a structural moat. Here's why the networking problem at the heart of enterprise AI is exactly the problem Cisco spent years quietly solving — and what that means for practitioners making infrastructure decisions today.*

BTA Series

Silicon One: Why Cisco's Ethernet Bet Might Be the Smartest Play Nobody's Talking About

Cisco's Silicon One follows a proven playbook: make Ethernet "good enough," win on operational simplicity. InfiniBand leads AI training, but if workloads fragment toward inference/edge, Cisco's positioned for the larger market. Amsterdam 2026 will show if the pattern holds.