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The campus switch has a margin problem, and every vendor is solving it differently
Hardware revenue is flat across the board. The difference between vendors now comes down to what they attach to the box, and how hard they are willing to push subscription licensing to get there.
Every vendor now has an AI story. Most of them are still three acquisitions away from a single console.
List price hikes used to get passed straight to the customer. That math is starting to break down.
Custom silicon was a cost play five years ago. Now it is a control play, and the merchant vendors know it.
The smaller platforms are not losing on technology. They are losing on the size of the bundle they can offer.
IT teams are stretching hardware further than vendors planned for. That gap is where the next pricing fight happens.
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