a) a hardware vendor nvidia/amd whose products are needed by anyone in the game
b) you have a captive customer base already ( microsoft, salesforce, servicenow, adobe) to whom you can sell ai/ml value adds
c) you make money via ads (google facebook) and ai/ml helps with better targeting
everyone else is pissing away VC money.
FTFY.... I don't think AMD will be competitive in AI until at least 2025, though given their broken roadmap promises, not sure if anyone will be willing to invest in them
Something, something gold rush, shovels.
I am obviously biased but IMHO, yes. High end switches are not commodity gear. And a lot of the differentiating secret sauce is in software. So, even if two switches from two different vendors have the same silicon, they might have dramatically different characteristics. That is without going into other aspects like integration with the rest of the stack, quality of support and even lead times.
B) re: value adds, like what exactly?
C) this seems like such core functionality that a company wouldn’t outsource this to a 3rd party vendor. If that’s the case, there isn’t an opportunity to sell anything if you’re that AL/ML vendor then.