Based on your previous post, seems there would be a correlation between the massive improvements in NVDA’s data center GPU applications and use of ANET products/services. Would there be a significant correlation between growth in NVDA and growth in ANET’s offering? Please comment. I am no expert in this, and appreciate you weighing in and your phenominal posts.
That’s a great question. I’m not an expert on datacenter networking so I don’t know the answer. The following are the questions I would ask:
1) GPUs are much more powerful than CPUs so more computing can be done within a single GPU. Does this mean that as more and more GPUs get adopted and replace CPUs that you will see a need for fewer and fewer network connections between processors?
2) If #1 is true then the switch density would decrease and you might expect ANET and other companies that focus on switching and routing solutions will negatively affected.
3) Even if #1 and #2 are true will there be enough increase in overall global demand for processing power to allow ANET to still sell increasing numbers of products?
Again, I’m just guessing but many some of the technical networking experts like Andy can weigh in.
That is a great question. This is outside my skill set. I believe that these GPU’s are going into servers. It is interesting that they said the customers would need less Nics with the new GPU’s. I know we have some experts on this board that know how these go together. Do the servers connect directly to each other or do they need to go through a switch? If someone could expound on this it would be appreciated.
Andy