Connect
Even As Bandwidth Needs Explode, Ethernet Spending Is In Recession
No one like the R word, but we don’t shy away from data and calling it like we see it. …
Cisco
AI
Arista Banks On The AI Network Double Whammy
Current AI training and some AI inference clusters have two networks. …
Compute
AI Pervades The Cisco Stack, But Is Only Starting To Drive Sales
Like many other suppliers of hardware and systems software, Cisco Systems is trying to figure out how to make money on the AI revolution. …
Connect
Cisco Starts To See Signs Of Datacenter Spending Recovery
If you look at the financial results for Cisco Systems over more than a decade, it is hard to tell one year from the other. …
Compute
Mixed Results For The Datacenter Thundering Thirteen In Q4
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
Ethernet Switching Bucks The Server Recession Trend
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
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
Billion-Dollar AI Promise a Bright Spot in Gloomy Quarter for Cisco
Cisco navigated a rocky road in its first quarter of the year as evidenced by the dips in share price for the networking giant this morning. …
AI
Cisco Guns For InfiniBand With Silicon One G200
It was a fortuitous coincidence that Nvidia was already working on massively parallel GPU compute engines for doing calculations in HPC simulations and models when the machine learning tipping point happened, and similarly, it was fortunate for InfiniBand that it had the advantage of high bandwidth, low latency, and remote direct memory access across GPUs at that same moment. …
Compute
Cisco Surfs The Liquid Cooling Wave In The Datacenter
High performance systems have a long history of using water cooling, but advancements in semiconductor technology in the 1980s allowed for big iron to have a few decades of using air cooling. …