The Everything Feed - All Packet Pushers Pods NB534: Arista Late to SD-WAN Party but Ready to Dance; CoreWeave Acquires GPUs, Gigawatts for $9 Billion
Jul 14, 2025
Vivek Vengupal and Aninda Chatterjee, Principal Solutions Architects at Nokia, dive into Arista's bold entry into the SD-WAN arena with its acquisition of VeloCloud, discussing potential market impacts. They also examine CoreWeave's strategic shift from crypto mining to acquiring GPUs for AI, highlighting the evolving landscape of technology. The conversation shifts to Nokia's innovative validated designs for data centers that boost stability and efficiency, showcasing their importance in modern networking. Intrigued by the interplay between AI and networking? Don't miss this insightful discussion!
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Arista Late to SD-WAN
- Arista is a late entrant to the SD-WAN market, missing much of the initial boom.
- Their acquisition of VeloCloud is a 'good follow' to catch up with mature SD-WAN offerings.
CoreWeave Acquisition Focus
- CoreWeave acquired Core Scientific for $9 billion to gain GPU resources and 1.3 gigawatts of power.
- This vertical integration aims to reduce costs and risks for AI-heavy cloud infrastructure.
Cloudflare Blocks AI Bots by Default
- Cloudflare now blocks AI bots by default to protect content creators and reduce unwanted scraping.
- Customers must enable permissions explicitly to allow AI crawlers, improving security and zero trust.