Thread regarding Cisco Systems Inc. layoffs

Jensen dgaf about Cisco. You notice Dell was once again featured in Jensen's keynote? Where was Cisco.. nowhere to be found, just a vaporware product press announcement during the week of GTC.

@aw+1jpyrcpha Keep up. they literally just announced a new Secure AI Factory last week with NVIDIA. Enterprise IT folks who are already familiar with Cisco will gladly buy Cisco switches for AI. especially since they are nvidia certified in the reference architecture and will have nvidia silicon in them

It's time for OP to lay off the human catnip. A "middle class" is an artificially created construct and the poorest have been voting for its destruction for more than 40 years, allowing Cisco's previous CEO's idol Jack "Neutron" Welch to introduce mass layoffs without any chance to return, rank and yank, etc... which have been adopted around the world. The assortment of plans to do this from the Powell Memo in 1971 to Project 2025 and beyond are hidden from most who vote for it by being made widely available in English text so stop acting like it was Cisco who either invented these behaviors or is the only one practicing them.

Apple is moving their manufacturing back on-shore making it cheaper to compete.

You're going to have to explain how moving work to a high wage low skill country with no supply chains nor the talent to develop them is going to be "cheaper to compete." TSMC is just doing a small percentage of chips and even then the weight of the talent is from Taiwan because there aren't Americans who can do the job. It turns out when we were inventing truck nuts and pumpkin spice beer they were creating world class technology and manufacturing.

When I was young we put tariffs on some Japanese vehicles and the US auto companies just jacked their prices for the same unchanged cr-p people didn't want to buy so people kept buying the Japanese product at the same higher price so we're going to need far more than "tariffs will solve everything!"

If IBM and Apple partner, they have the resources and technical mite to win the war.

Did you mean "mite" as a tiny arachnid or a very small amount? IBM had everything to win cloud the first actual search answer showed them at 1.8% market share, and Apple topped out Mac OS X Server on a 1U server. They've got their own captive markets they'll continue to serve and likely grow in but AI is a very diverse field where chips, software and other technologies are going to be integrated by another tier of companies so hopefully NVIDIA will get respectable competition from Broadcom, Intel, AMD and others so prices remain sane while forcing companies to keep advancing.

The battle is brewing and Cisco is no where to be found. Heck, I doubt they are even considered part of the battle. Its apparent Cisco is trying to help Nvidia in the data center space but are they really? Huang is making a brave "attempt" at the consumer space with his laptop but Apple owns that market, with their M* series technology, they continue to dominate the consumer space. Huang has a huge dependency on off-shore chip manufacturers. Apple is moving their manufacturing back on-shore making it cheaper to compete. Huang, knows this which is why he's trying to expand from the data center market. I think his move into the consumer market with laptops is bold but a battle he'll lose like so many before him. One additional combatant Huang is not thinking about is IBM. If IBM and Apple partner, they have the resources and technical mite to win the war. Why not Microsoft and Apple? Possible but I think they're all watching to see how Nvidia sustains over the next four years of tariffs. As for Cisco, give it three years and someone will buy what's left.

Chuck is the one being punked! Why buy Nexus for GPU networking when they have a non-blocking NVswitch. Why buy Cisco compute when it is not water cooled and doesn’t conform to the new AI factories?

Huang is the greatest opportunist we can see in centuries. He focuses on what is ahead and how he can put NVIDIA ahead of everyone and keep playing the game. Look at his past - from Graphics to Gaming, to Crypto to AI and next to quantum computing. He just want to be ahead of train wreck coming at him, and very skilled at moving to next track.

Brilliant.

Cisco is just a small game.

Huang could care less about that noise. He is running a business and looking at the opportunity that's in front of him and what's best for their shareholders.