Per the latest research report from BOfA, networking equipment has a total market size of $20bn representing the third highest spend in data center capex. Currently 3 global players (Cisco 28%, Arista 21% & Huawei – 9%) has captured more than 50% share in the networking products segment.
Huge opportunity for Tejas to make a dent in this segment and capture some market share from the incumbents.
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