NB 469: Arista Debuts Network Observability Service; Startups Aim To Break Nvidia’s AI Chip Grip

This week we discuss a new network observability offering from Arista that integrates network telemetry with application data, why startups such as Groq and Taalas think they can break Nvidia’s grip on the AI chip market, and how Microsoft is hedging its LLM bets. Amazon goes nuclear with the purchase of a reactor-powered data center... Read more »