If you want to get a sense of what is happening in the high-end of the Ethernet switch and routing market, it is Arista Networks, formerly an upstart and now just one of the bigger vendors taking on the hegemony of Cisco Systems in networking in the datacenter and now on the campus and at the edge, is probably the best bellwether there is. …
Any company that holds more than a quarter of a market – by money or shipments – is doing pretty well. …
Most people in the IT community tend to their fields, making their living in their patches, but there are some who change the landscape, and still fewer who do it again and again. …
If you want for the rapid pace of innovation in datacenter networking to continue, then you had better hope that the hyperscalers and major public cloud builders don’t run out of money. …
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