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The Everything Feed - All Packet Pushers Pods

NB562: Cisco Challenges Broadcom With 102.4Tb ASIC; Arista Reaches Record Revenues

·42 min·4 clips
Cisco unveils a 102.4Tb ASIC to challenge Broadcom, while Arista posts record revenues in a heated AI infrastructure race.
The episode opens with hosts Drew Convery-Murray and Jonna Johnson introducing a news-heavy format, sponsored by Forward Networks. They start with listener feedback critiquing space data center viability due to obsolescence and depreciation issues. Security news includes a red alert for Claude Code's sandboxing vulnerability (CVE 2026-25725) with a CVSS score of 10, and Microsoft zero-day exploits targeting Windows and Office. Cisco announcements dominate, featuring the G300 ASIC designed for AI data centers, supporting P4 programming and competing directly with Broadcom. Cisco's Q2 2026 results show $15.3 billion in revenue, with networking up 21%. Arista's Q4 results reveal $2.5 billion in revenue, heavily reliant on AI and cloud titans. Versa updates its SASE platform with AI enhancements, and CISA issues Binding Operational Directive 26-02 mandating updates for end-of-support government devices. European satellite operator UTELSAT reports financials amid competition with Starlink. The episode concludes with a sponsored Tech Bytes segment featuring Fran Tello from Meter, discussing the network engineering shortage, where 25% of engineers may retire by 2030, compensation gaps, and the role of AI and automation in addressing the crisis.

As heard by us

Cisco's record quarter and a practical look at why network engineering still matters.

The episode opens on a CISA demand tied to a mission-critical exception before turning to Cisco's Q2 2026 results, and the business side is presented with clean, easy-to-track numbers.

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Why you'd press play

Cisco's record quarter meets a dry tour through why network engineering still needs people on the job.

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