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Silicon One G200 Finally Drives Cisco’s AI Networking Business
Everybody has been waiting to see the AI spike at Cisco Systems, and it just happened in its most current quarter. …
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Nvidia Licenses NVLink Memory Ports To CPU And Accelerator Makers
There are many reasons why Nvidia is the hardware juggernaut of the AI revolution, and one of them, without question, is the NVLink memory sharing port that started out on its “Pascal” P100 GOU accelerators way back in 2016. …
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No “Doom And Gloom” In The First Half For Arista
There has been no shortage of turmoil in the global economy thanks to war – trade and otherwise – and skirmish and terror of various kinds and severity. …
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Cisco Pulls Together A Quantum Network Architecture
For decades, discussions around quantum computing has felt similar to family driving vacations, with someone in the back seat constantly asking “are we there yet?” …
Compute
The Chips Are Definitely Not Down
The semiconductor manufacturing business is absolutely immense. To give the numbers some perspective, in 2024, chip makers generated revenues that were about three quarters of the size of the US defense budget and about two-thirds the size of the social services budget allocated by Congress. …
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UALink Fires First GPU Interconnect Salvo At Nvidia NVSwitch
Compute engine makers can do all they want to bring the performance of their devices on par or even reasonably close to that of Nvidia’s various GPU accelerators, but until they have something akin to the NVLink and NVSwitch memory fabric that Nvidia uses to leverage the performance of many GPUs at bandwidths that dwarf PCI-Express switches and latencies that dwarf Ethernet interconnects, they can never catch up. …
AI
Nvidia Research: The Real Reason Big Green Commands Big Profits
It is safe to say in 2025 that the best job in the world is the chief executive officer of Nvidia, and that the company’s co-founder, Jensen Huang, has steered the company to great heights as much as fellow co-founders Thomas Watson ever did with International Business Machines, Larry Ellison ever did with Oracle, and Steve Jobs ever did with Apple Computer. …
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Future Proofing Inference Servers With PCI-Express Switches
At this point in the history of datacenter systems, there can be no higher praise than to be chosen by Nvidia as a component supplier for its AI systems. …
AI
AI Reshapes The Ethernet Datacenter Switch Market
Two decades ago, the hyperscalers and cloud builders started remaking the Ethernet switch market in the datacenter in their own image, and now it looks like AI training and inference is going to morph Ethernet switching in the datacenter once again. …
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Upstart Xsight Labs Raises Up The Programmable Switch Banner High
The best minds in networking spent the better part of two decades wrenching the control planes of switches and routers out of network devices and putting them into external controllers. …