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. …
IDC
AI
The Difficulty – And Necessity – Of Parsing Out AI Spending
For a decade before the generative AI boom took off in late 2022, classical artificial intelligence, used for all kinds of self-learning predictive algorithms, was destined to be a very large component of the IT stack at most organizations in the world. …
AI
Ongoing Saga: How Much Money Will Be Spent On AI Chips?
Everybody knows that companies, particularly hyperscalers and cloud builders but now increasingly enterprises hoping to leverage generative AI, are spending giant round bales of money on AI accelerators and related chips to create AI training and inference clusters. …
Compute
IDC Boosts Datacenter Compute And Storage Spending Forecast
When you have to compile the revenue streams of thousands of major IT hardware, software, and services suppliers into the datacenter, it takes a bit of time to get that data, get it right, and then aggregate it for a datacenter market analysis. …
Compute
What Happens When Hyperscalers And Clouds Buy Most Servers And Storage?
We have a long-standing joke that dates from the early 2000s, when the hyperscalers – there were not yet cloud builders as we now know them – started having hundreds of millions of users and millions of servers and storage arrays to run applications for them at the same time there was the beginnings of consolidation among the OEMs who created the servers and storage used by nearly all enterprises, including dot-com startups. …
Connect
How Long Until The ODMs Take Over Ethernet Switching?
For more than a year now, we have been talking about how investments in AI servers have put a damper on budgets for servers used to support other corporate applications. …
Compute
Server And Storage Spending Growth Looks Rosy Out To 2027
For a market that is so integral to the global economy, it sure is hard to get a complete dataset on quarterly and annual spending on information technology. …
Connect
Ethernet Switching Bucks The Server Recession Trend
You might be thinking that with all of the investment in AI systems these days that the boom in InfiniBand interconnect sales would be eating into sales of high-end Ethernet interconnects in the datacenter. …
AI
Great Accelerations: Just How Much Will We Spend On GenAI Again?
Ever since the launch of the “Antares” MI300X and MI300A compute engines by AMD back in early December, we have been mulling over the spending forecasts for AI spending in general and for infrastructure and accelerators more specifically. …
Connect
Supply Chain Easing Creates Ethernet Switching Boom
There are a lot of things going on in the datacenter and campus interconnect markets, but one of the weirder things we observe from the most recent market data coming out of IDC about the Ethernet portion of this market is that it is like a country music record being played backwards. …