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I'm just wondering if you see or hear any early indication that, in practice, they may be planning to sweat those GPUs for longer than that.
whether the developing relationship with OpenAI could be a tailwind to the development of your software stack.
can you maybe tell us about the progress that the consortium is making
Can you please remind us what's required for scale-up technologies and how that differs from scale-outs
NVIDIA introduced its first CPO switches, JTC for scale-out. And I was wondering whether that had any impact on your views
I'd love to get your latest perspective on what you're hearing from service providers
How large do you think that opportunity can be relative to the large scale multi-gigawatt cloud data centers
is Cisco planning to participate to the scale-up opportunity? And will that be material
access to power as potentially being a bottleneck to roll out infrastructure this year
Could you provide some additional color on where you are seeing Ethernet came in the enterprise segment, what kind of cluster side
I'd like to ask about space data centers, which some of your customers are considering