White box silicon is OK if you're deploying a campus, deploying a cloud where customers have no insight into the network, or situations where small packet performance doesn't matter. Everyone uses Broadcom (even though Mellanox spectrum is better), and Broadcom chipsets are trash. They're basically dump trucks that move lots of big packets, but can't do anything else.
There will always be markets that want vendor designed NPU's because small packet performance, versatility, etc. Juniper QFX 10k has shown that they can compete and beat Broadcom at their own game.
After watching Arista Broadcom switches drop traffic for years (they are lossy, sorry folks), I'm not touching them again. It's sad because they had something really special with their earlier products. I even owned some Arastra gear (yes, they renamed early on).
There will always be markets that want vendor designed NPU's because small packet performance, versatility, etc. Juniper QFX 10k has shown that they can compete and beat Broadcom at their own game.
After watching Arista Broadcom switches drop traffic for years (they are lossy, sorry folks), I'm not touching them again. It's sad because they had something really special with their earlier products. I even owned some Arastra gear (yes, they renamed early on).