In those heady months following OpenAI’s launch of ChatGPT in November 2022, much of the IT industry’s focus was on huge and expensive cloud infrastructures running on powerful GPU clusters to train the large language models that underpin the chatbots and other generative AI workloads. …
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. …
If you can’t beat the cloud, you had better steal all of its best ideas. …
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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