The Everything Feed - All Packet Pushers Pods NB534: Arista Late to SD-WAN Party but Ready to Dance; CoreWeave Acquires GPUs, Gigawatts for $9 Billion
Jul 14, 2025
Vivek Vengupal and Aninda Chatterjee, Principal Solutions Architects at Nokia, dive into Arista's bold entry into the SD-WAN arena with its acquisition of VeloCloud, discussing potential market impacts. They also examine CoreWeave's strategic shift from crypto mining to acquiring GPUs for AI, highlighting the evolving landscape of technology. The conversation shifts to Nokia's innovative validated designs for data centers that boost stability and efficiency, showcasing their importance in modern networking. Intrigued by the interplay between AI and networking? Don't miss this insightful discussion!
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Arista's Campus Market Position
- Arista is gaining campus market share slowly but is still a distant player behind Cisco and others.
- John Burke and Drew Connery-Murray see Arista's tech focus but recognize it as a smaller campus contender.
Arista Enters SD-WAN Market
- Arista acquired VeloCloud from Broadcom to add SD-WAN and a built-in layer seven firewall to its portfolio.
- This complements Arista's data center and campus switching to challenge Cisco's dominance.
Arista's Two OS Strategy
- Arista is now a two OS company, continuing to support VeloCloud's OS and hardware alongside EOS.
- This breaks from Arista's previous single OS strategy, showing market expansion need.