Comments on: Arista Banks On The AI Network Double Whammy https://www.nextplatform.com/2024/08/21/arista-banks-on-the-ai-network-double-whammy/ In-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Tue, 27 Aug 2024 19:56:10 +0000 hourly 1 https://wordpress.org/?v=6.7.1 By: HuMo https://www.nextplatform.com/2024/08/21/arista-banks-on-the-ai-network-double-whammy/#comment-232420 Thu, 22 Aug 2024 18:07:42 +0000 https://www.nextplatform.com/?p=144549#comment-232420 In reply to Slim Albert.

Right on! Networking’s not to be taken lightly in this AI day and age, head in the sand, with a one bourbon, one scotch, and one beer attitude. My advice, don’t be John Lee Hooker (nor George Thorogood) on this one:

“She a-howlin’ about the front end network links; She’ll be lucky to get any back end network links; She ain’t gonna get none of it; So I stop in the local bar you know people …”

Ahem … do *NOT* do that … unless you can play the guitar, or banjo, really, really well! 8^b

]]> By: Slim Albert https://www.nextplatform.com/2024/08/21/arista-banks-on-the-ai-network-double-whammy/#comment-232371 Thu, 22 Aug 2024 10:08:03 +0000 https://www.nextplatform.com/?p=144549#comment-232371 Great article and quarterly results for Arista! Looking back at the Alexis Bjorlin chart in the piece on the Jericho3-AI switch really drives the point home ( https://www.nextplatform.com/2023/04/26/broadcom-takes-on-infiniband-with-jericho3-ai-switch-chips/ ), that when 20% to 60% of a model’s training time can be spent in networking alone, one needs the most performant network one can get!

]]> By: Patrice https://www.nextplatform.com/2024/08/21/arista-banks-on-the-ai-network-double-whammy/#comment-232351 Thu, 22 Aug 2024 08:21:24 +0000 https://www.nextplatform.com/?p=144549#comment-232351 Arista is fighting by himself against Nvidia, Cisco is stuck regarding innovation like IBM and GE are and Juniper have real difficulties securing lucratif contract, I don’t think their takeover will resolve that anytime soon.
Regarding market share, Cisco is losing shares of the switches market like Intel is losing shares to AMD and the bad news is that Arista has still a lot of shares to win.
Finally, talking about AMD… If AMD can sell a lot of MI325X/MI300X, and take some market share from NVIDIA, it’s a big win for Arista. People say that NVIDIA is way above everyone, but I see an interesting fight for innovation, pricing and stability for the next few years!

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