With AI being the biggest change in IT infrastructure since the Dot Com boom, it was no surprise that at the annual Cisco Live event last month in San Diego, the focus was on AI – and particularly agentic AI – and how the networking giant differentiates itself from other infrastructure vendors when it comes to the emerging technology. …
It has taken the better part of a year and a half and some wrangling with the US Department of Justice to get it done, but Hewlett Packard Enterprise has finally completed its $14 billion acquisition of Juniper Networks. …
There is not one Ethernet business, but several, and now, with the evolution of Ethernet switches for back-end AI cluster networks, there is a new one that has the possibility to dominate revenues and profits. …
PCI-SIG, the organization that oversees the roadmap for the critical PCI-Express peripheral attachment specification, is continuing to keep to its three-year drumbeat for releasing the next iteration of the interconnect spec and already has its sights on the one after that, expected to be released in 2028 and appear in devices in 2030 or so. …
Much of the business that Cisco Systems and others have been doing in the AI infrastructure field since OpenAI lit the generative AI fuse with ChatGPT in November 2022 has been deploying hardware and software with the hyperscalers, a lucrative business that led company executives to promise to sell as much as $1 billion in back-end network technology by the end of its fiscal year and then to blow past that a quarter early. …
After three relatively short years of explosive growth thanks to the GenAI boom, AI is driving half of systems revenues worldwide already. …
While it has always been true that flatter networks and faster networks are possible with every speed bump on the Ethernet roadmap, the scale of networks has kept growing fast enough that the switch ASIC makers and the switch makers have been able to make it up in volume and keep the switch business growing. …
Marvell Technology made some big bets about delivering chip packaging and I/O technologies to the hyperscalers and cloud builders of the world who want to design their own ASICs but who do not have the expertise to get those designs across the finish line into products. …
“No.”
That’s probably a word that Jensen Huang, co-founder and chief executive officer of Nvidia, doesn’t hear a lot. …
Pendulums are always swinging back and forth in the datacenter, with functions being offloaded from one thing and onloaded to another cheaper thing that is often more flexible or faster. …
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