Tag: feed

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Eridu Cuts To The AI Networking Chase With High Radix Switch System

March 11, 2026

Broadcom May Become The Biggest Counterbalance To Nvidia

March 5, 2026

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

January 8, 2026

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

December 12, 2025

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

October 17, 2025

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

August 13, 2025

Broadcom Tries To Kill InfiniBand And NVSwitch With One Ethernet Stone

July 17, 2025

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

July 7, 2025

Nvidia Passes Cisco And Rivals Arista In Datacenter Ethernet Sales

June 23, 2025

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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

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AI Reshapes The Ethernet Datacenter Switch Market

March 27, 2025

Upstart Xsight Labs Raises Up The Programmable Switch Banner High

March 26, 2025

Nvidia Weaves Silicon Photonics Into InfiniBand And Ethernet

March 18, 2025

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

February 25, 2025

Arista Can Ride AI Up Past $10 Billion In 2026

February 19, 2025

Ethernet Switching Still In Recession Thanks To AI Shift

January 6, 2025

Eviden Mainstreams BXI Interconnect Thanks To Ultra Ethernet And AI Boom

December 10, 2024

Marvell Pivots To AI Silicon, Looks Poised To Profit

December 4, 2024

HPE Upgrades Supercomputer Lineup Top To Bottom In 2025

November 26, 2024

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

November 14, 2024

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

November 12, 2024

The Back End AI Network Puts Pressure On The Front End

November 8, 2024

Even As Bandwidth Needs Explode, Ethernet Spending Is In Recession

October 1, 2024

Bechtolsheim Outlines Scaling XPU Performance By 100X By 2028

August 26, 2024

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

August 15, 2024

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

July 30, 2024

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

June 26, 2024

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

June 22, 2024

Nvidia Unfolds GPU, Interconnect Roadmaps Out To 2027

June 2, 2024

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

May 28, 2024

Nvidia’s Enormous Financial Success Becomes . . . Normal

May 23, 2024

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Greasing The Skids To Move AI From InfiniBand To Ethernet

May 9, 2024

How Long Until The ODMs Take Over Ethernet Switching?

March 25, 2024

Synopsys Shepherds Circuits Towards 1.6T Ethernet

March 4, 2024

Arista Networks Conservatively Awaits Its AI Boom

February 13, 2024

Why Would HPE Buy Juniper Networks?

January 9, 2024

Ethernet Switching Bucks The Server Recession Trend

January 3, 2024

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

December 1, 2023

Where Cloud And AI Titans Rule The Network

November 1, 2023

Micas Takes On Arista And The Whiteboxes In Datacenter Switching

October 17, 2023

Everyone Is Chasing What Nvidia Already Has

October 13, 2023