Connect
No “Doom And Gloom” In The First Half For Arista
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. …
Ethernet
AI
AI Reshapes The Ethernet Datacenter Switch Market
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. …
Connect
Upstart Xsight Labs Raises Up The Programmable Switch Banner High
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. …
Connect
Nvidia Weaves Silicon Photonics Into InfiniBand And Ethernet
When it comes to networking, the rules around here at The Next Platform are simple. …
Connect
Hell Freezes Over: Cisco And Nvidia Cross-Pollenate AI Networking
UPDATED Networking giant Cisco Systems and AI platform provider Nvidia have hammered out a deal to mix and match each other’s technologies to create a broader set of AI networking options for their respective and – importantly, prospective – customers. …
Connect
Arista Can Ride AI Up Past $10 Billion In 2026
In many ways, Arista Networks still behaves like a startup even though it was founded twenty years ago, rollout out its first products a little more than a decade and a half ago, went public a decade ago, and now as over 10,000 customers and over 100 million Ethernet ports sold that generated a cumulative $32 billion in revenues for hardware, software, and support. …
Connect
Ethernet Switching Still In Recession Thanks To AI Shift
The original design manufacturers, or ODMs, as well as the portions of the original equipment manufacturers, or OEMs, that act like ODMs in that they create custom machines for hyperscalers and cloud builders and sell that at high volume and low margin, have long since taken over the server market. …
Connect
Eviden Mainstreams BXI Interconnect Thanks To Ultra Ethernet And AI Boom
Supercomputer interconnects have not been this exciting in a long time, but the confluence of forces have come together to put high speed, low latency networks at the forefront of systems architecture. …
Compute
Marvell Pivots To AI Silicon, Looks Poised To Profit
It is hard to bet against the GenAI boom, and thus far it is also hard for anyone other than Nvidia to profit from it. …
HPC
HPE Upgrades Supercomputer Lineup Top To Bottom In 2025
If you want to buy an exascale-class supercomputer, or a portion of one so you can scale up, there are not a lot of places to go shopping because there are not a lot of companies who have a balance sheet that is big enough to get all of the parts to build the machines. …