Thank you to Cisco for sponsoring my trip to the Cisco AI Lab in San Jose.

In this deep dive into the future of data center networking, we sit down to explore the massive shifts happening in AI infrastructure. We discuss the rollout of new 100 terabit smart switches and firewalls powered by the Cisco Silicon One G300 chip, alongside the highly anticipated NVIDIA Spectrum 6. Discover the critical debate between Ethernet and InfiniBand for scaling AI clusters, the complexities of co-packaged optics (CPO) versus linear packaged optics (LPO), and how agentic AI and tools like Claude are revolutionizing legacy C code refactoring. From managing data center power

constraints to enforcing security policies directly on DPUs, this conversation covers the hardware and software transformations you need to know to stay ahead in network engineering.

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0:00 - Coming Up

0:42 - Introduction

01:05 - Recap of Announcements from Cisco Live

03:19 - 1.6 Terabyts Client Optics

04:27 - Hyperscalers and Neo-Clouds

05:13 - Cisco and Nvidia working together

05:39 - Scale Across

06:43 - Announcements from Nvidia GTC 2026

09:15 - Firewalls and AI Clusters

10:36 - The Future, Growth and Innovation

11:53 - Why have a Cisco Switch and a Nvidia Switch?

14:33 - Operating Systems on the Switches

16:42 - Infiniband vs Ethernet in the Data Centre

17:52 - Other Announcements from GTC

19:35 - Concerns around Data Centres

21:22 - Agentic AI in Data Centres

22:44 - Evolution of Soltware in Data Centres

25:07 - The Future of Vibe Coding

29:13 - Updates In the Routing Circles

30:43 - Open Source AI

32:11 - A view into the Future

35:14 - Outro

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Disclaimer: This video is for educational purposes only.

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