What's driving white-box, bare metal networking hardware growth?

The number-one driver is the fact that the hardware components are industry standard, which means they're available to all comers. From a hardware perspective, a company like Dell, HP, or Supermicro has the opportunity of building exactly the same kind of hardware that a Cisco, Arista (Networks) or a Juniper (Networks) builds.

We're at the cusp of a huge shift in the industry.