Compute
Can Marvell Profit As It Tries To Triple Its Business By 2028?
A rising tide may lift all boats, and that is a good thing these days with any company that has an AI oar in the water. …
switch
Connect
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. …
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. …
Connect
Pushing PCI-Express Switches And Retimers To Boost Server Bandwidth
Things would go a whole lot better for server designs if we had a two year or better still a four year moratorium on adding faster compute engines to machines. …
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
Micas Takes On Arista And The Whiteboxes In Datacenter Switching
The rise of the merchant silicon suppliers for datacenter networking and routing, which was spearheaded by Broadcom with chips and Arista Networks with switches, was not a foregone conclusion. …
Connect
Meta Platforms Is Determined To Make Ethernet Work For AI
We said it from the beginning: There is no way that Meta Platforms, the originator of the Open Compute Project, wanted to buy a complete supercomputer system from Nvidia in order to advance its AI research and move newer large language models and recommendation engines into production. …
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. …
Connect
PCI-Express Must Match The Cadence Of Compute Engines And Networks
When system architects sit down to design their next platforms, they start by looking at a bunch of roadmaps from suppliers of CPUs, accelerators, memory, flash, network interface cards – and PCI-Express controllers and switches. …
Connect
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. …