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. …
ODM
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. …
Connect
Datacenter Networks Push Ethernet Switching To New Highs
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. …
Cloud
Cloud Is The Dominant Platform Consumption Model – So What?
If The Next Platform is about anything, it is about chronicling the tectonic changes that affect the IT landscape. …
Compute
Server Budgets On The Mend As Pandemic Tries To End
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. …
Compute
Datacenters Are Hungry For Servers Again
Server consumption is a pretty good proxy for how enterprises of all shapes and sizes feel about their particular business. …
Compute
Nvidia Arms Up Server OEMs And ODMs For Hybrid Compute
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. …
Compute
The Inevitable Slowdown In Server Spending
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. …
Cloud
The Server Boom Town Is Built On High Component Prices
On the face of it, if you just look at the top level numbers, the server market is booming like we have not seen since the recovery in the wake of the Great Recession for a few quarters here and there between late 2009 and early 2011. …
Cloud
Rising Clouds Lift Server Fortunes
The voracious appetite for compute and storage capacity among hyperscalers and cloud builders once again drove the server market to new heights as 2015 came to a close, and unless some wobbling from Hewlett Packard Enteprise and Cisco Systems is a leading indicator of a slowdown – and we do not think it is – then this year will probably also be a record setter. …