February 1, 2018 Timothy Prickett Morgan
It would be hard to find a business that has been more proprietary, insular, and secretive than the networking industry, and for good reasons. The sealed boxes that switch vendors sell, and that are the very backbone of the Internet, have been wickedly profitable – and in a way that neither servers nor storage have been.
There are so many control points in the networking stack that it is no wonder the hyperscalers and cloud builders have been leaning so heavily on switch ASIC vendors to open up their entire stack. The only reason they don’t build their own switch …Read more