nvidia overtakes cisco in datacenter ethernet market (20250623)

Nvidia Passes Cisco And Rivals Arista In Datacenter Ethernet Sales

this is right out of the cisco playbook. cisco would couple all sorts of adjacent business to their networking spend and it was an incredible bit of leverage in the service provider marketplace. that nvidia uses this tactic with xPUs seems no different. what is interesting to me here, is the speed at which it happened.