Jun 24, 2026Twila Rosenbaum Cisco is shifting from hardware-centric business to broader software and services strategy. The company now generates 49% of revenue from subscriptions. Key areas include security, network visibility, and unified platforms. Competition is intense but Cisco leverages its massive installed base. View more
Jun 24, 2026Twila Rosenbaum Arista Networks has introduced the 7060XE7 Series, a portfolio of 1.6T networking platforms designed for rack-scale AI infrastructure. Built on Broadcom Tomahawk 6 silicon, the family includes fixed switches and configurable rack-scale systems with air, liquid, and hybrid cooling. The platforms run Arista EOS and support open-source software like SONiC, along with OCP's Multipath Reliable Connection (MRC) protocol for high-performance AI workloads. View more
Jun 24, 2026Twila Rosenbaum Enterprise network teams face mounting pressure from AI workloads, talent shortages, and tool sprawl. A new EMA report finds only 31% of network operations strategies are fully successful, down from 42% two years ago. The research highlights four megatrends: talent crisis, automation of day-two operations, hybrid cloud governance, and AI network management. View more
Jun 24, 2026Twila Rosenbaum Nvidia formally launched the Vera Rubin platform at ISC High Performance 2026, combining Vera CPUs, Rubin GPUs, and networking into a rack-scale supercomputer. The platform delivers over seven exaflops of AI performance and five petaflops of native double-precision compute, targeting scientific workloads like climate modeling and quantum chemistry. Major research institutions including LRZ, NERSC, and Los Alamos National Laboratory have announced plans to deploy systems based on the new architecture. View more
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