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Cisco Systems SUPPLY CHAIN TRACE

NETWORKING🇺🇸 United States · CSCO · NASDAQ

Cisco Systems (NASDAQ: CSCO) is the #2 data center networking vendor with ~40% overall enterprise networking market share. Its Nexus 9000 series and proprietary Silicon One ASIC (TSMC-fabbed) serve enterprise AI deployments and telco cloud, while its routing and optical portfolio underpins the backbone connectivity that AI data centers depend on for inter-region traffic.

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UPSTREAM — SUPPLIERS

Broadcom

Custom ASIC and networking chip designer for hyperscalers

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CHIP DESIGNERSsupplies switching ASICs to

TSMC

World's largest contract chip manufacturer

Chokepoint🇹🇼
FOUNDRIESfabricates Silicon One custom switch ASIC for

↓ all supply to Cisco Systems ↓

Cisco Systems

#2 data center networking vendor; Nexus 9000 series and proprietary Silicon One ASIC (TSMC-fabbed) serve enterprise AI and telco cloud deployments

UPSTREAM — SUPPLIERS ↑ · DOWNSTREAM — CUSTOMERS ↓
~40% enterprise networking overall
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↓ Cisco Systems supplies to ↓

Oracle Cloud

Deployed the world's largest single NVIDIA GPU cluster (131,072 H100s, 2024); OCI GPU cloud serves enterprise AI and sovereign AI deployments

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CLOUD PROVIDERSsupplies networking equipment to

SoftBank

Japan's largest AI infrastructure investor and GPU buyer

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CLOUD PROVIDERSsupplies networking equipment to

NTT

Japan's largest telco building domestic AI infrastructure

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CLOUD PROVIDERSsupplies networking equipment to

Dell Technologies

Major AI server vendor (PowerEdge XE9680); routes NVIDIA, AMD, and Intel Gaudi GPUs to enterprise customers; #2 AI server brand globally

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ENTERPRISEsupplies networking equipment to

AWS

World's largest cloud provider and AI infrastructure buyer

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CLOUD PROVIDERSsupplies networking equipment to

DOWNSTREAM — CUSTOMERS

About this company

QWhat is Cisco Systems's role in the AI chip supply chain?

#2 data center networking vendor; Nexus 9000 series and proprietary Silicon One ASIC (TSMC-fabbed) serve enterprise AI and telco cloud deployments

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