So that is why there’s such needs for this technology out there, and everyone thanks us to get it. But just remember, the chips have just been announced. It takes time to get the chips, build systems, ship it to customers, with the trials, and then go to the volume production.
Jayshree Ullal: It’s a very exciting multiyear journey, and we really value our partnership with Broadcom, but what you’re seeing here is 100 gig for mainstream enterprises, 400 gig for the cloud and 800 gig and beyond for AI use cases.
Operator: Your next question comes from the line of Matt Niknam with Deutsche Bank. Your line is open.
Matt Niknam: Hey, thanks for taking the question. Just to go back to the macro discussion. I’m just wondering, were there any regions, customer verticals where you maybe saw some greater-than-usual slowness or lengthening sales cycles, particularly later in the quarter? Thanks.
Jayshree Ullal: Yes, Matt, I’d say that usually, we see a very strong activity in the month of March, but in Q1, we did see some seasonality in certain regions, especially internationally. And I don’t know how – one quarter, this is a trend base, but we’re definitely watching this.
Matt Niknam: Okay. And has that changed at all in early April?
Jayshree Ullal: Too early to say. No. You mean has it changed in the sense it’s improved in April. Is that your question?
Matt Niknam: That’s right.
Jayshree Ullal: Yes, April is good so far.
Matt Niknam: Okay. Thank you.
Operator: Your next question comes from the line of Michael Genovese with Rosenblatt. Your line is now open.
Michael Genovese: Thanks for taking the question. Just one question for me. So basically, when – it’s about timing on AI. And when do we think switching will inflect? And I guess maybe the actual question is, what’s your outlook on 2024 cloud spending? I mean we’ve talked a lot about the next six months, but I went about 2024, how are we thinking about that right now? Thank you.
Jayshree Ullal: Can we tell you six months before 2024 spending because we don’t know. We don’t have the visibility.
Anshul Sadana: A little early for that yet, Mike.
Michael Genovese: But what about on the timing of switches? I mean, as you go through all of these GPUs or processing units now, training, all of these things, when do you think the timing for switching deployments will inflect positively?
Jayshree Ullal: You’re asking specific to AI or cloud titan spending?
Michael Genovese: Well, specific – I mean, AI is clearly happening now, but 80% to 90% of the spending is in stuff that you don’t do. When do you think that there will be a significant uptick in that percentage of switching deployments in AI cluster data centers?
Jayshree Ullal: Okay. Well, as I said, I think last year was the year of trials. This year, we’ll see some production and it will certainly accelerate in 2024 and 2025 specific to AI, but again, that’s a small spend relative to our larger cloud spend, where we’d like to see more visibility on how the cloud regions are getting built out, et cetera.
Michael Genovese: That’s fair. Thanks for clarifying. Thank you.
Jayshree Ullal: Thank you.
Operator: Your next question comes from the line of James Fish with Piper Sandler. Your line is open.
