NB534: Arista Late to SD-WAN Party but Ready to Dance; CoreWeave Acquires GPUs, Gigawatts for $9 Billion

14/07/2025 50 min
NB534: Arista Late to SD-WAN Party but Ready to Dance; CoreWeave Acquires GPUs, Gigawatts for $9 Billion

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Episode Synopsis

Take a Network Break! We start with listener follow-up on Arista market share in the enterprise, and then sound the alarm about a remote code execution vulnerability in Adobe Experience Manager. On the news front, Arista buys VeloCloud to charge into the SD-WAN market, CoreWeave acquires a cryptominer to get access to GPUs and electricity... »

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