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AI Reshapes The Ethernet Datacenter Switch Market

March 27, 2025 Timothy Prickett Morgan 0

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. …

Connect

Ethernet Switching Still In Recession Thanks To AI Shift

January 6, 2025 Timothy Prickett Morgan 0

The original design manufacturers, or ODMs, as well as the portions of the original equipment manufacturers, or OEMs, that act like ODMs in that they create custom machines for hyperscalers and cloud builders and sell that at high volume and low margin, have long since taken over the server market. …

Connect

Even As Bandwidth Needs Explode, Ethernet Spending Is In Recession

October 1, 2024 Timothy Prickett Morgan 0

No one like the R word, but we don’t shy away from data and calling it like we see it. …

Connect

Greasing The Skids To Move AI From InfiniBand To Ethernet

May 9, 2024 Timothy Prickett Morgan 8

Just about everybody, including Nvidia, thinks that in the long run, most people running most AI training and inference workloads at any appreciable scale – hundreds to millions of datacenter devices – will want a cheaper alternative for networking AI accelerators than InfiniBand. …

Compute

Mixed Results For The Datacenter Thundering Thirteen In Q4

April 8, 2024 Timothy Prickett Morgan 2

We have been tracking the financial results for the big players in the datacenter that are public companies for three and a half decades, but starting last year we started dicing and slicing the numbers for the largest IT suppliers for stuff that goes into datacenters so we can give you a better sense what is and what is not happening out there. …

Connect

Arista Networks Conservatively Awaits Its AI Boom

February 13, 2024 Timothy Prickett Morgan 0

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. …

Connect

Ethernet Switching Bucks The Server Recession Trend

January 3, 2024 Timothy Prickett Morgan 4

You might be thinking that with all of the investment in AI systems these days that the boom in InfiniBand interconnect sales would be eating into sales of high-end Ethernet interconnects in the datacenter. …

Compute

Datacenter Infrastructure Report Card, Q3 2023

December 18, 2023 Timothy Prickett Morgan 3

It is hard to keep a model of datacenter infrastructure spending in your head at the same time you want to look at trends in cloud and on-premises spending as well as keep score among the key IT suppliers to figure out who is winning and who is losing. …

Connect

Datacenter Networks Push Ethernet Switching To New Highs

December 10, 2021 Timothy Prickett Morgan 0

The switching market has its ups and downs depending on the upgrade cycle for server processors and the nature of the economy at any given time. …

Connect

Semiconductor Supply Woes Barely Slow Arista Networks

November 4, 2021 Timothy Prickett Morgan 0

Anyone building any kind of system that employs any kind of chippery – which means any device today excepting maybe an old-school hammer or screwdriver – is suffering from the vicissitudes and capriciousness of semiconductor supplies. …

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TNP  offers in-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Read more…

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