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Market Insight

Intel, Marvell, NVIDIA, and Arista acquisitions repaint the DC market landscape

July 23, 2019  | Subscribers Only

Devan Adams Devan Adams Principal Analyst, Cloud & Data Center Switching, IHS Markit

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The axiom that software is eating the world may still be true, but it’s also true that hardware isn’t going out without a fight—it is able to evolve over time and remain relevant. The days of incumbent hardware vendors like Cisco, Juniper, and Huawei relying solely on their R&D resources to develop their own chips in house are slowly fading. As noted in the IHS Markit Data Center Network Equipment Market Tracker – 1Q19, several drivers contribute to this trend. Clients, please log in to view the full content.

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