Cisco Systems, Inc. · NASDAQ:CSCO
Cisco Systems — BofA Securities Global A.I. Conference 2023
19 slides from Cisco Systems's conference presentation, Sep 11, 2023
Slide 1: AI/ML Infrastructure: The Cisco Advantage
AI/ML Infrastructure The Cisco Advantage Eyal Dagan & Rakesh Chopra Common Hardware Group (CHG) 9/11/2023
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation contains projections and other forward-looking statements regarding future events or the future financial performance of Cisco, including future operating results. These projections and statements are only predictions. Actual events or results may differ
Slide 3: Artificial Intelligence & Cisco
Artificial Intelligence & Cisco Using AI to improve Selling Cisco products Cisco products & services to enable AI networks Cisco AI Enhanced Products 3rd party AI Networks Focus Today BofA Securities Global A.I. Conference 2023
Slide 4: Web Scale Data Center Network Addressable Market
Web Scale Data Center Network Addressable Market WAN Silicon Routing Systems DCI (Frontend) Optics Frontend Network Spine (Frontend) Spine (Frontend) Traditional Ethernet network Silicon Switching Systems TOR TOR TOR TOR (Frontend) (Front end) (Frontend) (Frontend) Optics AI/ML Compute AI/ML Compute
Slide 5: Why Ethernet?
Why Ethernet? HPC AI/ML Sole-source GPU Multi-source GPU Sole-source switch Multi-source switches InfiniBand Ethernet Ethernet is the inevitable answer BofA Securities Global A.I. Conference 2023
Slide 6: Why Cisco?
Why Cisco? Key technology Silicon Systems Optics Only company with all the key technologies BofA Securities Global A.I. Conference 2023
Slide 7: Why Cisco?
Why Cisco? Multiple Business Models Components White Box Full System Silicon Gray Optics Coherent Optics Only company with all the business models BofA Securities Global A.I. Conference 2023
Slide 8: Cisco Silicon One
Cisco Silicon One Convergence without compromise One architecture Unmatched programmability Multiple devices One SDK Unmatched performance One network Multiple markets Silicon One One form factor Unmatched efficiency One experience Multiple business models One design Unmatched flexibility One experi
Slide 9: Cisco Silicon One: Win Customers
Cisco Silicon One Win Customers Meet customers where they are Innovation Strategy Engaging Web Scale optimizes all products Other JDM/ODM Other System Vendors Silicon Vendor Vendor Maximize Revenue Silicon Only White Box Full System Drive Innovation Differentiated products adds value Convergence ena
Slide 10: Cisco Silicon One G200
Cisco Silicon One G200 Uniquely efficient and capable / Optimized enhanced Ethernet for AI/ML One architecture Advanced 112 Gbps SerDes Cisco designed next-generation ADC SerDes A simpler easier to maintain network Support for Optics, 4-meter DAC, LDO and CPO 51.2 Tbps Advanced load balancing High P
Slide 11: Optimal Network Design
Optimal Network Design The advantage of a higher radix chip Equivalent to yearly savings of 6 thousand metric tons of CO2e 7.3 million pounds of Coal BofA Securities Global A.I. Conference 2023
Slide 12: The Ideal AI/ML Infrastructure
Cisco Silicon One The Ideal AI/ML Infrastructure Silicon One Unique Value Proposition Ethernet 1 Ultimate compatibility Enhanced Ethernet Stateful ECMP/Flowlet Congestion avoidance with telemetry Link failure isolation 2 The middle ground Fully Scheduled Ethernet Packet spray/reorder Congestion avoi
Slide 13: One Architecture for AI/ML
Cisco Silicon One Silicon One One Architecture for AI/ML Ethernet Enhanced Ethernet Fully Scheduled Ethernet 1 2 3 InfiniBand Pace of BW Increase How quickly does the technology evolve? ● ● ● ● Port Bandwidth What is the maximum port speed? ● ● ● ● System Radix How many ports per system? ● ● ● ● Net
Slide 14: 2,048 GPU Cluster: Ethernet, Enhanced Ethernet, Fully Scheduled Ethernet
2,048 GPU Cluster Cisco Silicon One Ethernet, Enhanced Ethernet, Fully Scheduled Ethernet 1 Ethernet 1.57x >2x 2 Enhanced Ethernet Quicker JCT Compute for 1.57x quicker JCT Silicon One the same 1.29x network Enhanced Ethernet 3 Fully Scheduled Ethernet 2x quicker JCT Fully Scheduled Ethernet ECMP AI
Slide 15: Cisco Silicon One Impact
Cisco Silicon One Impact SONiC, FBOSS, Cisco 8000 others, … IOS-XR 83% 5 out of 6 Tier1 Web Scale Silicon Only & White Box Silicon One 92% Power Reduction Deutsche Telekom Nexus Catalyst NX-OS IOS-XE BofA Securities Global A.I. Conference 2023
Slide 16: One Architecture, Many Devices
Cisco Silicon One One Architecture, Many Devices BofA Securities Global A.I. Conference 2023
Slide 17: Why we win
Cisco Silicon One Why we win Right technology Right investments Right scale Right cost points Right business models Only company with all the technology Only company with all the business model Silicon, Hardware, Optics, Software Silicon Only, White Box, Full System Innovate across technology bounda
Slide 18: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS These presentation slides and the related conference call contain forward-looking statements, which are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements include, among other things, statements r
Slide 19: otfootdns
otfootdns CISCO © 2019 Cisco and/or its affiliates. All rights reserved
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