Supply Chain Easing Creates Ethernet Switching Boom
The Next Platform, Wednesday, September 13,2023
There are a lot of things going on in the datacenter and campus interconnect markets, but one of the weirder things we observe from the most recent market data coming out of IDC about the Ethernet portion of this market is that it is like a country music record being played backwards.
You know what happens in such a reverse song: The truck starts to run again, the dog comes back, and the girl comes back, too.
In the Ethernet version of a country song playing backwards, Cisco Systems is growing a lot faster than the market and Juniper Networks is growing almost as fast as the market, and Hewlett Packard Enterprise and Arista Networks are growing faster than the market at large. It's like the last decade didn't happen or something, and it is weird.