The AI Bottleneck No One Wants to Talk About

AI is advancing fast, but the networks underneath it aren’t.

In this episode, Nick and Andy Bechtolsheim from Arista Networks break down the real bottleneck slowing AI performance and why traditional networking models can’t keep up with today’s training and inference demands.

They explore what Ultra Ethernet brings to the table, why packet loss and traffic scheduling matter more than ever, and what enterprises actually need to build AI-ready infrastructure without hyperscaler budgets. Andy also shares why he believes we’ve finally hit the hardware tipping point that will accelerate AI innovation for years to come.

A clear, candid look at the networking challenges shaping the future of AI and what leaders need to prepare for next.

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