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. …
To build a very large IT business often takes a channel approach, where manufacturers sell a certain amount of their own product – say to the key 10 percent or 20 percent of their accounts – and then offload the rest of the sales job to a third party. …
There is a lot of chatter this week about optical communications with the OFC2022 conference being held in San Diego. …
Any company making any kind of box – a server, a switch, a storage array – has three battles they need to fight here in 2022, one of which they did not have to worry about very much before the coronavirus pandemic and which is of prime importance these days. …
As everybody in the world now knows, there are downsides to just-in-time manufacturing during a global pandemic. …
As supercomputer centers have long known and as hyperscalers and cloud builders eventually learned, the larger the cluster, the greater the chance that one of the many components in the system will fail at any particular time. …
It has been a long time coming. Over two years, in fact. …
It’s a great thing when an upstart supplier of hardware or software lands one of the hyperscalers or large public cloud builders on Earth as a customer. …
If you want to get a sense of what is happening in the high-end of the Ethernet switch and routing market, it is Arista Networks, formerly an upstart and now just one of the bigger vendors taking on the hegemony of Cisco Systems in networking in the datacenter and now on the campus and at the edge, is probably the best bellwether there is. …
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