Microsoft Moves Into Production on Cisco Silicon One P200 Systems
CSCO sits 71% above its 52-week low of $66.813 on light trading volume (0.3× avg).
Summary
Cisco announced at OCP 2026 that Microsoft has moved into production on systems powered by the Cisco Silicon One P200. This is the first public confirmation that a hyperscaler of Microsoft's scale is deploying Cisco's P200 silicon in production, validating the technology and opening a significant revenue channel. The news follows Cisco's record FY26 results and strong FY27 guidance, reinforcing the AI-driven demand narrative. No financial terms were disclosed, but production deployment by Microsoft is a material endorsement of Cisco's silicon strategy.
At the time of this announcement, CSCO was trading at $114.48 on NASDAQ in the Technology sector, with a market capitalization of approximately $451.3B. The 52-week trading range was $66.81 to $130.37. This news item was assessed with positive market sentiment and an importance score of 7 out of 10. Source: Reuters.