NB516: Cisco, Nvidia ASIC Deal Chases Enterprise AI; Juniper Welcomes Third-Party LLMs

03/03/2025 24 min
NB516: Cisco, Nvidia ASIC Deal Chases Enterprise AI; Juniper Welcomes Third-Party LLMs

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Episode Synopsis

Take a Network Break! This week we start with a couple of follow-ups and a Red Alert, and then jump into tech news. Cisco and Nvidia team up to put Cisco ASICs and the Nexus NOS into Nvidia Ethernet switches, the market reads tea leaves as Microsoft walks away from data center capacity, and Juniper... »

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