The big six cloud companies are on CAPEX growth trajectories that will take them past the traditional telcos in a few years, said Andy Bechtolsheim, Chairman of Arista Networks.
There is a race to build gigantic data centers that are more efficient and powerful than anything seen before. Speaking at the Open Server Summit in Santa Clara, California, Bechtolsheim said the expected gains from Moore's Law coupled with promising developments in silicon photonics and virtualization technologies, make it likely that the hyper-scale data centers will continue to hold a competitive advantage over the coming decade.
![](https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEivNKIuJPTCL0W3YOi5un6IHPyiZP-0BQQ0accnw1BmTacCRZrJg0Ghm7cYQSki48CZlsykpq3Z3yCnZa59jZ4pQGEqxzY9IgZ1V7hwjgsnz1BztErs1KrYqu0Mr7qSVof3wTekJor6Pe4/s320/arista-spine.png)
http://www.openserversummit.com/
http://www.aristanetworks.com/
http://www.openserversummit.com/English/Conference/Seminar_Session_Descriptions.html#Keynote2