The hyperscalers and cloud builders are the toughest customers in the IT sector, demanding the highest performance at the lowest price and an ever-improving ratio between the two. …
A massive buildout of infrastructure is happening within the datacenter walls of at least several of the hyperscalers and large clouds in the world if the financial results of Arista Networks, the upstart switch maker that has been taking on Cisco Systems in the datacenter with machines based on merchant silicon for more than a decade. …
It has been a long time coming. Over two years, in fact. …
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