It is no surprise at all that Nvidia’s datacenter business is making money hang over fist right now as generative AI makes machine learning a household word and is giving us something akin to a Dot Com Boom in the glass houses of the world. …
For Arista Networks, the poster-child of hyperscaler and cloud build networking that, more than any other vendor, has championed merchant silicon and Linux as the basis of a modular network operating system, 2022 was a bumper crop year. …
Variety is not only the spice of life, it is also the way to drive innovation and to mitigate risk. …
With each passing year, the phrase “The network is the computer,” coined in 1984 by John Gage, director of research and co-founder of Sun Microsystems, becomes more and more true. …
Here is an old saw that we bring out of the toolbox every now and then, and we use it just enough so it has never really gotten rusty and it can cut through a lot of crap to make a point: The datacenter, and perhaps all clients, would have been better off if InfiniBand had just become the ubiquitous I/O switched fabric standard it was designed to be back in the late 1990s. …
The hyperscalers and cloud builders are the toughest customers in the IT sector, demanding the highest performance at the lowest price and an ever-improving ratio between the two. …
There are exceptions to every rule, but in general, when it comes to datacenter networks, enterprise customers are doing now what the hyperscalers and cloud builders were doing six or seven years ago. …
If there is a recession underway – and we are not convinced that there is even a little bit – then the Ethernet switch market did not get the memo. …
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. …
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