… As for the supply chain issue that is governing Arista’s sales to a large extent, Ullal said that it started out with a DRAM problem that might be a few quarters, and now it is a wafer and package fabrication problem that is affecting the whole chip industry and it may take one or two years to norm… …
… The product cycles drive the investment cycles, give or take supply chain static. …
… The company now has some 5,000 customers running Dell AI workloads in their Dell AI factories that include not only the technology but design and innovation, engineering, supply chain, services, support, and financing. …
… You can, of course, access employee information, access the supply chain, access finance information, sensitive information, and send it out, communicate externally. …
… What gives? “The key innovation in our dataflow architecture is that we can overlap computation and communication, meaning that the increase in compute and network bandwidth means that we don't need to have the latest are greatest specs in other areas,” Rodrigo Liang, co-founder and chief executive… …