Cisco Wins Over AI Customers With Merchant Silicon And Optics
… Here is a handy chart that Cisco made showing its to hyperscalers, by which Cisco means hyperscalers and cloud builders as we use these terms here at The Next Platform . …
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The Current AI Networking Wave Will Be A Tsunami Of Money By 2027
… And still, when it comes to high speed ports, Arista has been able to eat a lot of the lunch and some of the dinner of Cisco Systems, and it is Arista’s championship of merchant silicon and its willingness to support the network operating systems created by the hyperscalers and cloud builders that … …
Oracle First In Line For AMD “Altair” MI450 GPUs, “Helios” Racks
… It is hard to say whose Ethernet ASICs might be used, but it won’t be Nvidia’s and it might not be Broadcom’s, so that leaves Cisco Systems’ or Marvell’s. …
Arista Modular Switches Aim At Scale Across Networks, Hit Scale Out, Too
… If you want to lash together more GPUs than that with the currently shipping ASICs from Broadcom, Nvidia, or Cisco Systems, then you need to make modular switches from them or keep adding more aggregation tiers, which radically increases the number of hops between accelerators and therefore latency. …