There are exceptions to every rule, but in general, when it comes to datacenter networks, enterprise customers are doing now what the hyperscalers and cloud builders were doing six or seven years ago. …
Cisco Systems may still be the biggest supplier of switches and routers in general, but it has long since been surpassed by Broadcom when it comes to suppling the silicon that does the switching itself and sometimes even a little bit of routing in the datacenter in particular. …
Hyperscalers change their datacenters – by which we mean whole generations of servers, storage, and switching – like regular enterprises upgrade server platforms. …
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