Did Ethernet Just Win? Cisco’s 100Tbps AI Chip

Опубликовано: 19 Май 2026
на канале: David Bombal Emerging Technologies Podcast
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The bottleneck in AI isn't compute anymore, it's the network. In this video, I sit down with Martin, the architect behind Cisco’s Silicon One, to discuss the massive leap to 100 Terabits per second. We go deep into the silicon level to understand how "intelligent agents" embedded in the hardware are solving the packet loss problem for massive AI training clusters.

We cover the new 1.6T Linear Pluggable Optics (LPO), why Cisco is becoming the "Apple of Networking" by building their own full stack, and why they believe Ethernet has officially won the data center war.

Topics Covered:
• Cisco Silicon One: The architecture behind the 100Tbps & 51.2Tbps chips.
• AI Scale: How to interconnect 128,000 GPUs without stalling.
• Hardware Agents: Real-time traffic rerouting at the silicon level.
• 1.6Tbps Optics: Moving DSPs out of the module to save power (LPO).
• Ethernet vs. InfiniBand: Why standard Ethernet is winning in AI.

Big thank you to ‪@Cisco‬ for sponsoring my trip to Cisco Live Amsterdam!

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// MENU //
0:00 - Coming Up
01:09 - Intro
01:42 - Cisco's New Announcement (G200 Chip)
02:32 - How Many Companies Are Doing This?
05:02 - Is Cisco The 'Apple' Of Networking?
07:30 - Intelligent Collective Networking
08:09 - Who Designed The Chip?
08:56 - Cisco's New Optical Module
09:59 - Why Do We Need These Speeds?
15:46 - Data Center Scale
16:50 - Cisco Switches
19:16 - Who Is The Target Audience?
20:23 - Linear Pluggable Optics (LPO)
22:04 – Conclusion

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Disclaimer: This video is for educational purposes only.
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