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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… 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 . …
… This week it’s Cisco at Cisco Live 2026 , also in Vegas. …
… 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 … …
… 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. …