The Everything Feed - All Packet Pushers Pods NB547: New Cisco Router Targets AI DCI; Salesforce Launches ServiceNow Competitor
Oct 14, 2025
The hosts dive into the world of cybersecurity, highlighting critical vulnerabilities in Juniper Space and SonicWall's major cloud breach. They discuss Cisco's new 8223 router designed for AI data center interconnects, boasting impressive throughput. A fascinating exploration of AMD's GPU deal with OpenAI and the advancements in low-latency Ethernet for trading is shared. Security concerns around Google's Gemini platform also arise, touching on vulnerabilities and broader AI risks. Finally, the competition among major tech giants for enterprise AI solutions is examined.
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Cisco's AI DataCenter Router Push
- Cisco announced the 8223 router aimed at hyperscalers to connect AI data centers across WANs.
- It packs 51.2Tbps in 3RU using the new Silicon One P200 and debuts with Sonic network OS support.
Broadcom's High‑Throughput, Low‑Power ASIC
- Broadcom began shipping the Tomahawk 6 Davison ASIC with 102.4Tbps and co‑packaged optics.
- The design targets AI infra by lowering power for optical interconnects by about 70%.
Unusual AMD–OpenAI Equity‑For‑GPU Deal
- AMD struck a multi‑year GPU supply deal with OpenAI including options to buy AMD shares at one penny per share.
- If milestones are met, OpenAI could end up with a significant AMD stake, reshaping vendor dynamics.
