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. …
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. …
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. …
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. …
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. …
It may have taken a while for the transition to 200 Gb/sec and 400 Gb/sec networking to take off in the datacenter, but this higher gear to switching is finally kicking in and delivering unprecedented bang for the buck in networks, and in fairly short order at least compared to sluggish pace that 100 Gb/sec Ethernet took getting into the datacenter. …
The good news, and we all need to be looking at the bright sides of things a bit these days is that the biggest IT shops in the world want to buy a lot of datacenter gear from Cisco Systems. …
Whenever demand exceeds supply, inflation is inevitable. And it is not at all surprising to find that in certain sectors of the networking space, the cost of bandwidth is flattening out instead of decreasing and in some cases is on the rise. …
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. …
Anyone building any kind of system that employs any kind of chippery – which means any device today excepting maybe an old-school hammer or screwdriver – is suffering from the vicissitudes and capriciousness of semiconductor supplies. …
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