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Silicon One G200 Finally Drives Cisco’s AI Networking Business
Everybody has been waiting to see the AI spike at Cisco Systems, and it just happened in its most current quarter. …
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Cisco Is The Bellwether Of Enterprise AI Adoption
While the hyperscalers and big cloud builders all are racing as fast as they can to build the biggest – and presumably the best – models, or collections of models, to win the AI race and become the Microsoft or Red Hat of commercial-grade models, the acquisition of AI hardware and envelope pushing on AI model architecture is not indicative of the adoption of AI by enterprises. …
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Ethernet Switching Still In Recession Thanks To AI Shift
The original design manufacturers, or ODMs, as well as the portions of the original equipment manufacturers, or OEMs, that act like ODMs in that they create custom machines for hyperscalers and cloud builders and sell that at high volume and low margin, have long since taken over the server market. …
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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. …
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Cisco Starts To See Signs Of Datacenter Spending Recovery
If you look at the financial results for Cisco Systems over more than a decade, it is hard to tell one year from the other. …
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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. …
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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. …
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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. …
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Ethernet Switching Still Booming As Routing Soldiers On
If the datacenter is the computer – and it certainly is for hundreds of companies comprising somewhere well north of half of server sales worldwide – then the Ethernet fabric, consisting of switches and routers, is the backplane of that computer. …
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A Bumper Crop Of Ethernet Switches Harvested In Q4
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. …