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Ethernet switch vendors like Cisco are riding high on AI network economics

Friday August 15, 2025. 09:30 PM , from TheRegister
When one GPU translates into three to five of the fastest switch ports money can buy, can you blame them?
Nvidia is expected to ship somewhere north of 5 million Blackwell GPUs in 2025. But before those GPUs can train the next GPT, Gemini, or Llama, they need to be networked — and that's quickly becoming big business for Ethernet switch vendors like Cisco, Arista, HPE... and Nvidia itself.…
Read more at TheRegister
https://go.theregister.com/feed/www.theregister.com/2025/08/15/ethernet_ai_gpus/

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