When one GPU translates into three to five of the fastest switch ports money can buy, can you blame them?

Nvidia is expected to ship somewhere north of 5 million Blackwell GPUs in 2025. But before those GPUs can train the next GPT, Gemini, or Llama, they need to be networked — and that’s quickly becoming big business for Ethernet switch vendors like Cisco, Arista, HPE … and Nvidia itself.…