Cisco Loses Big in Q4. Is Networking on the Decline? - NC2C017

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Are Chinese entities bypassing US export restrictions to tap into advanced AI capabilities via global cloud service providers like AWS? We scrutinize this eyebrow-raising development and its implications for national security, drawing intriguing parallels to how VPNs bypass geo-restrictions. We also ponder the challenges of enforcing effective regulations and question how long it will take for the US to catch up.
Join Chris, Tim, and Alex as we dissect Cisco's strategic pivot towards a security-focused approach amidst a notable decline in networking products. We explore the impact of significant acquisitions and organizational changes aimed at consolidating their market position. Plus, we shine a spotlight on Megaport's new AI Exchange (AIX), speculating on its future potential and humorously discussing the impact of cryptocurrency mining on GPU availability. Don't miss this engaging episode of Cables2Clouds for insightful analysis on these pivotal industry trends.

Check out the Fortnightly Cloud Networking News
https://docs.google.com/document/d/1fkBWCGwXDUX9OfZ9_MvSVup8tJJzJeqrauaE6VPT2b0/

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Chapter

1. Megaport Introduces AI Exchange Connectivity (00:00:00)

2. Global Access to AI Models (00:09:42)

3. Cisco's Shift Towards Security and Acquisitions (00:18:53)