Two decades ago, the hyperscalers and cloud builders started remaking the Ethernet switch market in the datacenter in their own image, and now it looks like AI training and inference is going to morph Ethernet switching in the datacenter once again. …
No one like the R word, but we don’t shy away from data and calling it like we see it. …
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. …
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. …
The switching market has its ups and downs depending on the upgrade cycle for server processors and the nature of the economy at any given time. …
If The Next Platform is about anything, it is about chronicling the tectonic changes that affect the IT landscape. …
Businesses are judged quarter on quarter and year on year, but you have to look at the long haul and the flow of all business over time to really judge properly. …
Server consumption is a pretty good proxy for how enterprises of all shapes and sizes feel about their particular business. …
The one thing that AMD’s return to the CPU market and its more aggressive moves in the GPU compute arena have done, as well as Intel’s plan to create a line of discrete Xe GPUs that can be used as companions to its Xeon processors, has done is push Nvidia and Arm closer together. …
It had to happen sooner or later, and really, the wonder is that it hasn’t already happened, given the nature of the infrastructure buildouts at hyperscalers and cloud builders, the skittishness of enterprises due to the trade war between the United States and China, the uncertainty in Europe over the British exit, and general concern with macroeconomic issues because it has now been almost twelve years since the last recession. …
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