Ethernet switch vendors like Cisco are riding high on AI network economics

Nvidia is expected to ship somewhere north of 5 million Blackwell GPUs in 2025. But before those GPUs can train the next GPT, Gemini, or Llama, they need to be networked — and that's quickly becoming big business for Ethernet switch vendors like Cisco, Arista, HPE ... and Nvidia itself. Speaking with analysts on the company's …

[Brad Ackerman]

Webscale?

That's just MongoDB.

https://www.youtube.com/watch?v=b2F-DItXtZs