It is no surprise at all that Nvidia’s datacenter business is making money hang over fist right now as generative AI makes machine learning a household word and is giving us something akin to a Dot Com Boom in the glass houses of the world. …
Artificial intelligence has taken the datacenter by storm, and it is forcing companies to rethink the balance between compute, storage, and networking. …
For Arista Networks, the poster-child of hyperscaler and cloud build networking that, more than any other vendor, has championed merchant silicon and Linux as the basis of a modular network operating system, 2022 was a bumper crop year. …
In the absence of hard numbers, we have never been shy about making estimates because educated guesses is all you sometimes have to make a decision or to derive some kind of insight. …
Variety is not only the spice of life, it is also the way to drive innovation and to mitigate risk. …
Disaggregation means a lot of things, but the one thing that it most certainly does not mean is that every little thing in a system necessarily has to be smashed apart and then put back together in a composable ways. …
SPONSORED: For nearly 150 years, we’ve been doing our best to squeeze messages into light. …
With each passing year, the phrase “The network is the computer,” coined in 1984 by John Gage, director of research and co-founder of Sun Microsystems, becomes more and more true. …
Marvell has had a large and profitable I/O and networking silicon business for a long time, but with the acquisitions of Inphi in October 2020 and of Innovium in August 2021, the company is building a credible networking stack that can take on Broadcom, Cisco Systems, and Nvidia for the $1.3 billion or so in switch chips sold into the datacenter each year, which is growing at about 15 percent a year to more than $2 billion by 2026. …
Here is an old saw that we bring out of the toolbox every now and then, and we use it just enough so it has never really gotten rusty and it can cut through a lot of crap to make a point: The datacenter, and perhaps all clients, would have been better off if InfiniBand had just become the ubiquitous I/O switched fabric standard it was designed to be back in the late 1990s. …
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