Hey Nvidia dudes and dudettes, hopefully you guys are still on blind and not swimming in $$$ pool. My CEO told us at all-hands that the Nvidia Cisco AI deal is gonna be huge and push both companies to the next level. He also said AI won't exist if there's no network infrastructure to support it and Jensen was very excited to use Cisco's network infrastructure. Just wanted to know whether you've heard about the partnership and whether it's a big deal or not. https://nvidianews.nvidia.com/news/cisco-nvidia-secure-ai-infrastructure Tc 160
Big deal for Cisco. Not as big for Nvidia
No kidding. Nivida will you buy Cisco?
Nvidia already owns network infrastructure (remember Mellanox). This deal gives Nvidia access to Cisco customer base in return for a small cut to Cisco.
I hope so We are not far along with AI as we should. Partnering with NVIDIA is our way to catch up
Or present itself for an acquisition
I guess that the deal is nothing more than Cisco is selling new servers with latest nvda gpu. Regarding network infrastructure Cisco makes the switches support sort of infiniband equivalent stuff. I believe that Broadcom and ANET already has it.if Cisco doesn’t do it, it will simply die because the rest of industry is doing it like HPE, dell
So it won’t help Cisco much because it is one of the big players in server and networking
They will make the same partnership with all the other vendors… not a big deal
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It is a strong signal that the NVDA crash is coming soon.