While the hyperscalers and big cloud builders all are racing as fast as they can to build the biggest – and presumably the best – models, or collections of models, to win the AI race and become the Microsoft or Red Hat of commercial-grade models, the acquisition of AI hardware and envelope pushing on AI model architecture is not indicative of the adoption of AI by enterprises. …
Generative AI is still very much an emerging technology and it’s morphing and evolving rapidly, as is illustrated with the trend toward agentic AI, which we’ve written about previously. …
Like many other suppliers of hardware and systems software, Cisco Systems is trying to figure out how to make money on the AI revolution. …
If you look at the financial results for Cisco Systems over more than a decade, it is hard to tell one year from the other. …
There are times when Cisco Systems, which has a strong presence in datacenter switching, routing, and serving as well as a representative showing in storage and software, is a bellwether for IT market spending and transitions going on in the IT space. …
The good news, and we all need to be looking at the bright sides of things a bit these days is that the biggest IT shops in the world want to buy a lot of datacenter gear from Cisco Systems. …
High performance systems have a long history of using water cooling, but advancements in semiconductor technology in the 1980s allowed for big iron to have a few decades of using air cooling. …
It doesn’t take a machine learning algorithm to predict that server makers are trying to cash in on the machine learning revolution at the major nexus points on the global Internet. …
Believe it or not, Cisco Systems has a bunch of customers for its UCS blade and rack servers that are in the gaming industry, which has its share of near-hyperscale players who have widely geographically distributed clusters spread around the globe so players can get very low latency access over the Internet to games running on that infrastructure. …
As the world’s dominant supplier of switches and routers into the datacenter and one of the big providers of servers (with a hope of transforming part of that server businesses into a sizeable hyperconverged storage business), Cisco Systems provides a kind of lens into the glass houses of the world. …
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