Arista Banks On The AI Network Double Whammy
Current AI training and some AI inference clusters have two networks. …
Current AI training and some AI inference clusters have two networks. …
As a founding member of the Ultra Ethernet Consortium, which has the express purpose of making Ethernet as good for AI and HPC clusters as InfiniBand but with the scalability and familiarity of Ethernet, Arista Networks wants to benefit mightily from the AI wave that is coming to enterprise datacenters the world over. …
As 2023 has progressed, the revenue growth projections at Arista Networks have inched up as its supply chain issues are getting resolved. …
The rise of the merchant silicon suppliers for datacenter networking and routing, which was spearheaded by Broadcom with chips and Arista Networks with switches, was not a foregone conclusion. …
Here we go again. Some big hyperscalers and cloud builders and their ASIC and switch suppliers are unhappy about Ethernet, and rather than wait for the IEEE to address issues, they are taking matters in their own hands to create what will ultimately become an IEEE standard that moves Ethernet forward in a direction and speed of their choosing. …
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. …
The hyperscalers and cloud builders are the toughest customers in the IT sector, demanding the highest performance at the lowest price and an ever-improving ratio between the two. …
There are exceptions to every rule, but in general, when it comes to datacenter networks, enterprise customers are doing now what the hyperscalers and cloud builders were doing six or seven years ago. …
A massive buildout of infrastructure is happening within the datacenter walls of at least several of the hyperscalers and large clouds in the world if the financial results of Arista Networks, the upstart switch maker that has been taking on Cisco Systems in the datacenter with machines based on merchant silicon for more than a decade. …
Software is not actually eating the world, but it is absolutely smashing out of appliance-style boxes and creating a massive, interconnected overlay atop aggregations of very shiny and powerful hardware. …
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