Send us a text The year felt like it stretched on forever, and in that extra space the networking world reshaped itself. We traded weekly cadence for deeper focus, shipped an AWS Advanced Networking book that the community embraced, and then watched the landscape pivot as vendors consolidated, clouds connected to each other, and AI hype met the hard edges of security and reliability. We dig into the acquisition wave with clear eyes: Arista picking up VeloCloud from Broadcom and what that mea...
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Send us a text The year felt like it stretched on forever, and in that extra space the networking world reshaped itself. We traded weekly cadence for deeper focus, shipped an AWS Advanced Networking book that the community embraced, and then watched the landscape pivot as vendors consolidated, clouds connected to each other, and AI hype met the hard edges of security and reliability. We dig into the acquisition wave with clear eyes: Arista picking up VeloCloud from Broadcom and what that mea...
Monthly News Update: $1 Trillion Later, Can It Run Doom?
Cables2Clouds
29 minutes
3 months ago
Monthly News Update: $1 Trillion Later, Can It Run Doom?
Send us a text We weigh efficiency against hype as Huawei’s open-source quantization aims to shrink LLM costs while AI spending sprints toward $1.5T. From Oracle’s blue-sky risk to Cisco’s SNMP flaws, Equinix and Alkira’s AI networking moves, and a leap into quantum networking, we look for what’s real and what’s next. • Huawei’s SINQ quantization for smaller, cheaper LLM deployments • AI spend approaching $1.5T amid capacity and power constraints • Oracle downside risk and the velocity of mo...
Cables2Clouds
Send us a text The year felt like it stretched on forever, and in that extra space the networking world reshaped itself. We traded weekly cadence for deeper focus, shipped an AWS Advanced Networking book that the community embraced, and then watched the landscape pivot as vendors consolidated, clouds connected to each other, and AI hype met the hard edges of security and reliability. We dig into the acquisition wave with clear eyes: Arista picking up VeloCloud from Broadcom and what that mea...
