Ethernet switch vendors like Cisco are riding high on AI network economics

When one GPU translates into three to five of the fastest switch ports money can buy, can you blame them?
Nvidia is expected to ship somewhere north of 5 million Blackwell GPUs in 2025. But before those GPUs can train the next GPT, Gemini, or Llama, they need to be networked — and that's quickly becoming big business for Ethernet switch vendors like Cisco, Arista, HPE... and Nvidia itself.…