Cables2Clouds Cisco Loses Big in Q4. Is Networking on the Decline? - NC2C017
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.
Purchase Chris and Tim's new book on AWS Cloud Networking: https://www.amazon.com/Certified-Advanced-Networking-Certification-certification/dp/1835080839/
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 BlueSky: https://bsky.app/profile/cables2clouds.com
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