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Cisco Loses Big in Q4. Is Networking on the Decline? - NC2C017

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Manage episode 436653055 series 3453696
Contenuto fornito da Cables2Clouds. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Cables2Clouds o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

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Are Chinese entities bypassing US export restrictions to tap into advanced AI capabilities via global cloud service providers like AWS? We scrutinize this eyebrow-raising development and its implications for national security, drawing intriguing parallels to how VPNs bypass geo-restrictions. We also ponder the challenges of enforcing effective regulations and question how long it will take for the US to catch up.
Join Chris, Tim, and Alex as we dissect Cisco's strategic pivot towards a security-focused approach amidst a notable decline in networking products. We explore the impact of significant acquisitions and organizational changes aimed at consolidating their market position. Plus, we shine a spotlight on Megaport's new AI Exchange (AIX), speculating on its future potential and humorously discussing the impact of cryptocurrency mining on GPU availability. Don't miss this engaging episode of Cables2Clouds for insightful analysis on these pivotal industry trends.

Check out the Fortnightly Cloud Networking News
https://docs.google.com/document/d/1fkBWCGwXDUX9OfZ9_MvSVup8tJJzJeqrauaE6VPT2b0/

Visit our website and subscribe: https://www.cables2clouds.com/
Follow us on Twitter: https://twitter.com/cables2clouds
Follow us on YouTube: https://www.youtube.com/@cables2clouds/
Follow us on TikTok: https://www.tiktok.com/@cables2clouds
Merch Store: https://store.cables2clouds.com/
Join the Discord Study group: https://artofneteng.com/iaatj

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Capitoli

1. Megaport Introduces AI Exchange Connectivity (00:00:00)

2. Global Access to AI Models (00:09:42)

3. Cisco's Shift Towards Security and Acquisitions (00:18:53)

77 episodi

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iconCondividi
 
Manage episode 436653055 series 3453696
Contenuto fornito da Cables2Clouds. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Cables2Clouds o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Send us a text

Are Chinese entities bypassing US export restrictions to tap into advanced AI capabilities via global cloud service providers like AWS? We scrutinize this eyebrow-raising development and its implications for national security, drawing intriguing parallels to how VPNs bypass geo-restrictions. We also ponder the challenges of enforcing effective regulations and question how long it will take for the US to catch up.
Join Chris, Tim, and Alex as we dissect Cisco's strategic pivot towards a security-focused approach amidst a notable decline in networking products. We explore the impact of significant acquisitions and organizational changes aimed at consolidating their market position. Plus, we shine a spotlight on Megaport's new AI Exchange (AIX), speculating on its future potential and humorously discussing the impact of cryptocurrency mining on GPU availability. Don't miss this engaging episode of Cables2Clouds for insightful analysis on these pivotal industry trends.

Check out the Fortnightly Cloud Networking News
https://docs.google.com/document/d/1fkBWCGwXDUX9OfZ9_MvSVup8tJJzJeqrauaE6VPT2b0/

Visit our website and subscribe: https://www.cables2clouds.com/
Follow us on Twitter: https://twitter.com/cables2clouds
Follow us on YouTube: https://www.youtube.com/@cables2clouds/
Follow us on TikTok: https://www.tiktok.com/@cables2clouds
Merch Store: https://store.cables2clouds.com/
Join the Discord Study group: https://artofneteng.com/iaatj

  continue reading

Capitoli

1. Megaport Introduces AI Exchange Connectivity (00:00:00)

2. Global Access to AI Models (00:09:42)

3. Cisco's Shift Towards Security and Acquisitions (00:18:53)

77 episodi

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