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The Wires & Switches — Networking & Connectors · AI Chain

CSCO

Cisco Systems
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Acacia + 1.6T silicon photonics dark horse

What they do

Often dismissed as a legacy networking company, but Cisco's Acacia subsidiary makes silicon-photonic transceivers at 1.6T . Trades cheap relative to Arista. Dark-horse beneficiary if CPO adoption pulls Acacia into the spotlight.