Zeus Kerravala, founder and principal analyst at ZK Research, joins Dave Vellante, co-founder and co-CEO of SiliconANGLE Media, in an insightful dialogue at the New York Stock Exchange. This session, part of NYSE Wired and theCUBE's coverage of "AI Factories - Data Centers of the Future," delves into the critical role of networking infrastructure as artificial intelligence reshapes data center architectures.

In this engaging discussion, Kerravala, esteemed for deep expertise in networking, shares insights with theCUBE Research hosts. Kerravala emphasizes the increasing importance of networking in AI, illustrating how networks facilitate communication between Graphics Processing Units and enable expansion across data centers. They also provide a nuanced comparison of Ethernet and InfiniBand technologies, unpacking how both continue to be crucial in meeting evolving AI infrastructure demands.

The conversation further explores the potential disruptions in the networking industry as companies such as NVIDIA and Cisco form strategic partnerships, aiming to innovate and redefine AI-ready network solutions. According to Kerravala, enterprises must rethink network architecture to accommodate AI's expanding role, leveraging validated solutions to ensure effective deployment. They highlight how AI impacts data security, advocating for a shift toward more software-based solutions to enhance protection.

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Zeus Kerravala, ZK Research
September 27, 2025
Zeus Kerravala
Founder & Principal Analyst ZK Research
In this theCUBE + NYSE Wired segment from the AI Factories – Data Centers of the Future series, Zeus Kerravala, principal and chief analyst at ZK Research, joins theCUBE’s Dave Vellante to unpack why networking is the heartbeat of AI factories. Kerravala explains how AI has redefined the “unit of compute” from a single server to racks, data centers and now multi–data center fabrics – making the network the connective tissue for GPU clusters and edge data access. He breaks down scale-up (NVLink), scale-out and scale-across patterns; why both InfiniBand and Eth... Read more
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