Connect
Even As Bandwidth Needs Explode, Ethernet Spending Is In Recession
No one like the R word, but we don’t shy away from data and calling it like we see it. …
Ethernet
Connect
Bechtolsheim Outlines Scaling XPU Performance By 100X By 2028
Effects are multiplicative, not additive, when it comes to increasing compute engine performance. …
Compute
AI Pervades The Cisco Stack, But Is Only Starting To Drive Sales
Like many other suppliers of hardware and systems software, Cisco Systems is trying to figure out how to make money on the AI revolution. …
AI
So Who Is Building That 100,000 GPU Cluster For xAI?
The companies under the control of Elon Musk – SpaceX, Tesla, xAI, and X (formerly known as Twitter) – all need a hell of a lot of GPUs, and all for their own specific AI or HPC projects. …
Connect
What If Omni-Path Morphs Into The Best Ultra Ethernet?
UPDATED: Nvidia is a member of the Ultra Ethernet Consortium.
The jury is still out on a lot of things about this exploding AI market and the re-convergence that it will have with traditional HPC systems for running simulations and models. …
Compute
Can Marvell Profit As It Tries To Triple Its Business By 2028?
A rising tide may lift all boats, and that is a good thing these days with any company that has an AI oar in the water. …
AI
Nvidia Unfolds GPU, Interconnect Roadmaps Out To 2027
There are many things that are unique about Nvidia at this point in the history of computing, networking, and graphics. …
Connect
With Thor 2, Broadcom Wants To Become The AI Network Adapter
Aside from all of the buzz that optics get in datacenter networking, copper is still king of the short haul. …
AI
Nvidia’s Enormous Financial Success Becomes . . . Normal
For the past five years, since Nvidia acquired InfiniBand and Ethernet switch and network interface card supplier Mellanox, people have been wondering what the split is between compute and networking in the Nvidia datacenter business that has exploded in growth and now represents most of revenue for each quarter. …
Connect
Greasing The Skids To Move AI From InfiniBand To Ethernet
Just about everybody, including Nvidia, thinks that in the long run, most people running most AI training and inference workloads at any appreciable scale – hundreds to millions of datacenter devices – will want a cheaper alternative for networking AI accelerators than InfiniBand. …