The 400 Gb/sec Ethernet Upgrade Cycle Finally Begins
It has been a long time coming. Over two years, in fact. …
It has been a long time coming. Over two years, in fact. …
Breaking into the datacenter compute or networking ASIC business is about as easy as trying to start up a new global car company. …
Amazon Web Services, the juggernaut of cloud computing, may be forging its own path with Arm-based CPUs and associated DPUs thanks to its 2015 acquisition of Annapurna Labs for $350 million. …
It’s a great thing when an upstart supplier of hardware or software lands one of the hyperscalers or large public cloud builders on Earth as a customer. …
Cisco Systems may still be the biggest supplier of switches and routers in general, but it has long since been surpassed by Broadcom when it comes to suppling the silicon that does the switching itself and sometimes even a little bit of routing in the datacenter in particular. …
To one way of thinking about it, this is the best of times among the worst of times for Nvidia. …
If you want to get a sense of what is happening in the high-end of the Ethernet switch and routing market, it is Arista Networks, formerly an upstart and now just one of the bigger vendors taking on the hegemony of Cisco Systems in networking in the datacenter and now on the campus and at the edge, is probably the best bellwether there is. …
There is a relentless hunger for bandwidth in the largest datacenters of the world as well as a desire to flatten networks and thereby reduce latencies and the cost of the networks that interconnect servers and storage to provide modern applications. …
Any company that holds more than a quarter of a market – by money or shipments – is doing pretty well. …
The hyperscalers and the largest public clouds have been on the front end of each successive network bandwidth wave for more than a decade, and it only stands to reason that they, rather than the IEEE, would want to drive the standards for faster Ethernet networks. …
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