Thread regarding Cisco Systems Inc. layoffs

Earlier post: The only real partnership in AI for NVidia is CoreWeave.

Yes the way Coreweave selects Dell for latest B300, Nvidia and Arista networking for AI. Supermicro for almost all GB200. All despite Cisco investment - but in fairness perhaps there was not any expectation of balance of trade?

Cisco is nothing/nowhere in AI.

Curious about this partnership? Cisco brings enterprise customers to Nvidia. Nvidia sells SpectrumX over any old junk (G200 really?) Cisco sells in Silicon One. Nvidia moves them direct. Nvidia GF's Cisco. Jensen is at Dell annual conference, HPE annual conference, nowhere to be found at Cisco networkers.

Yes they are a great partner (?!?!) and Cisco will grab some table-scraps from Nvidia ongoing historic surge. Yay. KW and WE can talk circles as it goes down drain - just like TG in security. Of course CR, JP, LC, and others must hold on as they would be nothing outside company. Board sits silently by as stock price is same as mid 2000 price - 25 years ago?

The only real partnership in AI for NVidia is CoreWeave. Cisco is a sideshow for NVidia. Jensen made that clear, contrary to G2's assessment.

Jensen Huang has said that copper was chosen over fiber for internal networking in DGX systems (and later in Spectrum-X) because fiber had technical and cost challenges that made it less practical.

Cisco should find a way to make fiber practical for NVIDIA , but they won’t. NVIDIA will probably do it on their own. Who wants to rely on a layoff machine to build something beautiful?

@a4 are you dim or what? https://newsroom.cisco.com/c/r/newsroom/en/us/a/y2025/m02/cisco-expands-partnership-with-nvidia-to-accelerate-ai-adoption-in-the-enterprise.html

@b3
csco DCBU is plugged with Indian veggie (high class).. IIT id--ts in mgmt.. shouldn't they be in lead worker bee role ?? your old timer bucks are a waste ..

Old timer here. Long ago and far away Cisco had the world's highest market value but it came and went in a flash.

LOL has nothing to do with the "partnership". Cisco has nothing but concept dreams of spectrum-x switching integration. Nothing real just typical powerpoint dreams. It's as fake as secure ai factory bs that doesnt exist.

Yiu cant expect much from a snake oil salesman like chucky. Mentally he is checkedout preparing his successor r2d2 another loser that couldn't tell you a switch from switchport. Nvidia doesn't need cisco for anything

@a9

hidden product against nvida AI switching

no such thing .. parasites doing parasitic thing.. nothing more..

@a8
we see DCBU and other switching mgmt being rewarded with promotions.. shouldn't CSCO fire these mgmt folks? is Robbin and his buddies blind? or may be CSCO has some hidden product against nvida AI switching?

https://www.nextplatform.com/wp-content/uploads/2025/06/idc-ethernet-q1-2024-datacenter-vendors-table.jpg

Look at Nvidia in Q1 2024. They were $170M. Look at Nvidia in Q1 2025. They were $1,463M.

They are taking huge market share. Cisco is a punk kid in the back seat, just along for the ride for this roadtrip; until we eventually get left behind at the next rest stop; and end up hitchhiking like the wh0res we are.

@a6

WRONG. Nvidia is smoking Cisco in Ethernet Switching growth

why Cisco not firing those id--ts from Switching BUs like DCBU mgmt?? are they in bed with influential Indian folks ?

WRONG. Nvidia is smoking Cisco in Ethernet Switching growth. Look at graph and compare Cisco to Nvidia Q4 sales.

https://www.nextplatform.com/wp-content/uploads/2025/06/idc-ethernet-q1-2024-datacenter-vendors.jpg

Reference: https://www.nextplatform.com/2025/06/23/nvidia-passes-cisco-and-rivals-arista-in-datacenter-ethernet-sales/

Wake up. This is all baloney. Cisco will not be Nvidia relevant in several more quarters.

https://www.nextplatform.com/2025/06/23/nvidia-passes-cisco-and-rivals-arista-in-datacenter-ethernet-sales/

@OP
how is this related to CSCO? we have nothing to do with Nvidia switch right ?? esp w.r.t DCBU ?? fire those useless IIT folks ..