On Fri, 9 Jun 2023 at 17:26, Mark Tinka <mark@tinka.africa> wrote:

> Well, the story is that Cisco are doing this with Meta and Microsoft on
> their C8000 platform, and apparently, doing billions of US$ in business
> on the back of that.

I'm not convinced at all that leaba is being sold. I think it's sold
conditionally when customers would otherwise be lost.

I am reminder of this:
https://www.servethehome.com/this-is-a-broadcom-tomahawk-4-64-port-400gbe-switch-chip-lga8371-intel-amd-ampere/

LGA8371 socketed BRCM TH4. Ostensibly this allows a lot more switches
to appear in the market, as the switch maker doesn't need to be
friendly with BRCM. They make the switch, the customer buys the chip
and sockets it. Wouldn't surprise me if FB, AMZN and the likes would
have pressed for something like this, so they could use cheaper
sources to make the rest of the switch, sources which BRCM didn't want
to play ball with.

But NPU from newegg and community writes code that doesn't exist, and
I think it should and there would be volume in it, but no large volume
to any single customer.

--
  ++ytti
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