How Long Until The ODMs Take Over Ethernet Switching?
For more than a year now, we have been talking about how investments in AI servers have put a damper on budgets for servers used to support other corporate applications. …
For more than a year now, we have been talking about how investments in AI servers have put a damper on budgets for servers used to support other corporate applications. …
The Ethernet roadmap has had a few bumps and potholes in the four and a half decades since the 10M generation was first published in 1980. …
As a founding member of the Ultra Ethernet Consortium, which has the express purpose of making Ethernet as good for AI and HPC clusters as InfiniBand but with the scalability and familiarity of Ethernet, Arista Networks wants to benefit mightily from the AI wave that is coming to enterprise datacenters the world over. …
It looks like Hewlett Packard Enterprise might be having a datacenter networking revival. …
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. …
Server makers Dell, Hewlett Packard Enterprise, and Lenovo, who are the three largest original manufacturers of systems in the world, ranked in that order, are adding to the spectrum of interconnects they offer to their enterprise customers. …
As 2023 has progressed, the revenue growth projections at Arista Networks have inched up as its supply chain issues are getting resolved. …
The rise of the merchant silicon suppliers for datacenter networking and routing, which was spearheaded by Broadcom with chips and Arista Networks with switches, was not a foregone conclusion. …
Transitions in the datacenter take time.
It took Unix servers a decade, from 1985 through 1995, to supplant proprietary minicomputers and a lot of mainframe capacity that would have otherwise been bought. …
We said it from the beginning: There is no way that Meta Platforms, the originator of the Open Compute Project, wanted to buy a complete supercomputer system from Nvidia in order to advance its AI research and move newer large language models and recommendation engines into production. …
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