Jayshree Ullal, the chief executive officer of Arista Networks, has been pointing at the $10 billion revenue upper decks since the beginning of the AI boom, but is understandably hesitant about saying when the company would cross that threshold. …
InfiniBand was always supposed to be a mainstream fabric to be used across PCs, servers, storage, and networks, but the effort collapsed and the remains of the InfiniBand effort found a second life at the turn of the millennium as a high performance, low latency interconnect for supercomputers running simulations and models. …
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. …
While it has always been true that flatter networks and faster networks are possible with every speed bump on the Ethernet roadmap, the scale of networks has kept growing fast enough that the switch ASIC makers and the switch makers have been able to make it up in volume and keep the switch business growing. …
Everybody has been waiting to see the AI spike at Cisco Systems, and it just happened in its most current quarter. …
There has been no shortage of turmoil in the global economy thanks to war – trade and otherwise – and skirmish and terror of various kinds and severity. …
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. …
The best minds in networking spent the better part of two decades wrenching the control planes of switches and routers out of network devices and putting them into external controllers. …
When it comes to networking, the rules around here at The Next Platform are simple. …
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