Tag: ethernet

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Pushed By GenAI And Front End Upgrades, Ethernet Switching Hits New Highs

Everybody But Nvidia And TSMC Has To Make It Up In Volume With AI

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The Third Time Will Be The Charm For Broadcom Switch Co-Packaged Optics

Big AI Wave Will Lift Arista To $10 Billion Two Years Early

Broadcom Tries To Kill InfiniBand And NVSwitch With One Ethernet Stone

Silicon One: Many Cisco Chips With One Architecture Chasing Many AI Workloads

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Nvidia Passes Cisco And Rivals Arista In Datacenter Ethernet Sales

The AI Datacenter Is Ravenous For 102.4 Tb/sec Ethernet Switch ASICs

Silicon One G200 Finally Drives Cisco’s AI Networking Business

No “Doom And Gloom” In The First Half For Arista

AI Reshapes The Ethernet Datacenter Switch Market

Upstart Xsight Labs Raises Up The Programmable Switch Banner High

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Nvidia Weaves Silicon Photonics Into InfiniBand And Ethernet

Hell Freezes Over: Cisco And Nvidia Cross-Pollenate AI Networking

Arista Can Ride AI Up Past $10 Billion In 2026

Ethernet Switching Still In Recession Thanks To AI Shift

Eviden Mainstreams BXI Interconnect Thanks To Ultra Ethernet And AI Boom

Marvell Pivots To AI Silicon, Looks Poised To Profit

HPE Upgrades Supercomputer Lineup Top To Bottom In 2025

UEC Doesn’t Want To Kill InfiniBand, But It Wants Ethernet To Beat It

The Collaboration That Will Drive Ethernet Into The HPC And AI Future

The Back End AI Network Puts Pressure On The Front End

Even As Bandwidth Needs Explode, Ethernet Spending Is In Recession

Bechtolsheim Outlines Scaling XPU Performance By 100X By 2028

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AI Pervades The Cisco Stack, But Is Only Starting To Drive Sales

So Who Is Building That 100,000 GPU Cluster For xAI?

What If Omni-Path Morphs Into The Best Ultra Ethernet?

Can Marvell Profit As It Tries To Triple Its Business By 2028?

Nvidia Unfolds GPU, Interconnect Roadmaps Out To 2027

With Thor 2, Broadcom Wants To Become The AI Network Adapter

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Nvidia’s Enormous Financial Success Becomes . . . Normal

Greasing The Skids To Move AI From InfiniBand To Ethernet

How Long Until The ODMs Take Over Ethernet Switching?

Synopsys Shepherds Circuits Towards 1.6T Ethernet

Arista Networks Conservatively Awaits Its AI Boom

Why Would HPE Buy Juniper Networks?

Ethernet Switching Bucks The Server Recession Trend

If You Want To Sell AI To Enterprises, You Need To Sell Ethernet

Where Cloud And AI Titans Rule The Network

Micas Takes On Arista And The Whiteboxes In Datacenter Switching

Everyone Is Chasing What Nvidia Already Has

Meta Platforms Is Determined To Make Ethernet Work For AI

Enfabrica Nabs $125 Million To Ramp Networking Godbox

Supply Chain Easing Creates Ethernet Switching Boom

Ethernet Consortium Shoots For 1 Million Node Clusters That Beat InfiniBand

Ethernet Switching Still Booming As Routing Soldiers On

Nvidia Hints At Upcoming AI-Focused Spectrum-4 Ethernet

After The 2022 Bump, Arista Is Back To The Grind In 2023

Broadcom Takes On InfiniBand With Jericho3-AI Switch Chips

A Bumper Crop Of Ethernet Switches Harvested In Q4

Luminaries Argue For The Interconnect We Could Have Already Had

Meta Platforms Spent Over $1 Billion On Arista Networking In 2022

Paving The Way For 800 Gb/sec Ethernet In The Enterprise

Ethernet Doesn’t Defy The Recession, It Denies It

Hyperscalers And Clouds Lift Arista Networks Sky High

Hyperscalers And Clouds Switch Up To High Bandwidth Ethernet

Broadcom Secures The Edge By Beefing Up The Network Core

Like A Drumbeat, Broadcom Doubles Ethernet Bandwidth With “Tomahawk 5”

The Faster The Switch, The Cheaper Bit Flits

Cisco: Datacenter Demand Strong, Supply Not So Much

Playing The Long Game With The Hyperscalers And Clouds

Spectrum-4 Ethernet Leaps To 800G With Nvidia Circuits

Ethernet Switching Keeps Rising Despite Supply Chain Woes

HPE Taps Ayar Labs To Add Silicon Photonics To Slingshot Interconnect

Can Nvidia Be The Biggest Chip Maker In The Datacenter?

Surfing On The Ethernet Bandwidth Waves, Avoiding The Rocks

Cray’s Slingshot Interconnect Is At The Heart Of HPE’s HPC And AI Ambitions

The Dance Between Compute And Network In The Datacenter

More Than Anything Else, Cost Per Bit Drives Datacenter Ethernet

Despite Supply Chain Woes, Arista Networks Does Record Business

Marvell Adds Hyperscale Ethernet With Innovium Acquisition

The Eternal Battle Between InfiniBand And Ethernet In HPC