Cisco at OCP: the rack is the scale-up edge, Silicon One is the hedge
BenBajarin · x · 2026-10-17
Creative Strategies' Ben Bajarin published a readout from Cisco's analyst roundtable at the OCP Global Summit. Key points: Cisco believes the rack remains the natural scale-up domain edge for some time, positioning Silicon One to win everywhere outside that edge — including inside NVIDIA's reference designs; denser optics must stay serviceable, and the planned Cisco-NVIDIA pluggable design keeps module replacement in the operating model as bandwidth rises. Verdict: a defensible near-term bet but a risky long-term one.
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