Enterprises Take A Slight Pause To Process
By Timothy Prickett Morgan, The Next Platform
As for hyperscalers, Robbins said that Cisco had changed tack with them about 18 months ago and was “moving into a collaborative co-development mode” with these big consumers of switches and servers. We don’t think Cisco sells any servers to hyperscalers, but it certainly has ins at the service providers of the world. In any event, these “Web-scale guys,” as Robbins referred to them, had a 17 percent jump in sales in the quarter.
That tighter collaboration is a necessity since many of the hyperscalers are getting behind the 25G Ethernet standard that Google and Microsoft started two years ago and that Mellanox Technologies, Broadcom, and Cavium are all going to start shipping this year as alternatives to the older, more expensive, less dense 40G Ethernet switching that Cisco and other switch makers are currently peddling. (Cisco has not announced support for 25G ASICs from the above suppliers or its own plans.) These same hyperscalers are also driving the adoption of open network operating systems, and if this idea catches hold, it will have a radical effect on Cisco’s service provider switching business as well as its enterprise switching business.
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