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. …
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. …
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. …
Everybody has been waiting to see the AI spike at Cisco Systems, and it just happened in its most current quarter. …
For decades, discussions around quantum computing has felt similar to family driving vacations, with someone in the back seat constantly asking “are we there yet?” …
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. …
UPDATED Networking giant Cisco Systems and AI platform provider Nvidia have hammered out a deal to mix and match each other’s technologies to create a broader set of AI networking options for their respective and – importantly, prospective – customers. …
While the hyperscalers and big cloud builders all are racing as fast as they can to build the biggest – and presumably the best – models, or collections of models, to win the AI race and become the Microsoft or Red Hat of commercial-grade models, the acquisition of AI hardware and envelope pushing on AI model architecture is not indicative of the adoption of AI by enterprises. …
There are two ways to make a programmable switch that can run network applications and accelerate certain network functions. …
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. …
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