A massive buildout of infrastructure is happening within the datacenter walls of at least several of the hyperscalers and large clouds in the world if the financial results of Arista Networks, the upstart switch maker that has been taking on Cisco Systems in the datacenter with machines based on merchant silicon for more than a decade. …
The hunger for more compute and storage capacity and for more bandwidth to shuffle and shuttle ever-increasing amounts of data is not insatiable among the hyperscalers and large cloud builders of the world. …
A lot of compute is moving to the edge, and that means that networking and storage has to follow it. …
If there is anything that hyperscalers and cloud builders value more than anything else, it is regularity and predictability. …
It may have taken a while for the transition to 200 Gb/sec and 400 Gb/sec networking to take off in the datacenter, but this higher gear to switching is finally kicking in and delivering unprecedented bang for the buck in networks, and in fairly short order at least compared to sluggish pace that 100 Gb/sec Ethernet took getting into the datacenter. …
The good news, and we all need to be looking at the bright sides of things a bit these days is that the biggest IT shops in the world want to buy a lot of datacenter gear from Cisco Systems. …
To build a very large IT business often takes a channel approach, where manufacturers sell a certain amount of their own product – say to the key 10 percent or 20 percent of their accounts – and then offload the rest of the sales job to a third party. …
When Nvidia announced a deal to buy Mellanox Technologies for $6.9 billion in March 2019, everyone spent a lot of time thinking about the synergies between the two companies and how networking was going to become an increasingly important part of the distributed systems that run HPC and AI workloads. …
Whenever demand exceeds supply, inflation is inevitable. And it is not at all surprising to find that in certain sectors of the networking space, the cost of bandwidth is flattening out instead of decreasing and in some cases is on the rise. …
There are so many barriers to capacity increases in high performance computing systems that it would take a long time to rattle them off. …
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