Connect

Everyone Will Want Higher Bandwidth And More Ports – Eventually

The speed bumps with switch ASICs are coming fast and furious these days, and the datacenter is no longer dominated by the big switch incumbents such as Cisco Systems and Juniper Networks, which made their own chips, switches, and operating systems, and the networking divisions of server OEMs like Dell and Hewlett Packard Enterprise, which made some of their own gear – including ASICs – and acquired other companies to help build out their networking businesses – who sometimes also did their own ASICs.

Compute

The Inevitable Slowdown In Server Spending

It had to happen sooner or later, and really, the wonder is that it hasn’t already happened, given the nature of the infrastructure buildouts at hyperscalers and cloud builders, the skittishness of enterprises due to the trade war between the United States and China, the uncertainty in Europe over the British exit, and general concern with macroeconomic issues because it has now been almost twelve years since the last recession.