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. …
A lot of compute is moving to the edge, and that means that networking and storage has to follow it. …
There are times when Cisco Systems, which has a strong presence in datacenter switching, routing, and serving as well as a representative showing in storage and software, is a bellwether for IT market spending and transitions going on in the IT space. …
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. …
In the past several decades, data processing and storage systems could be architected from best of breed components, and the market could – and did – sustain multiple suppliers of competing technologies in each of the categories of compute, networking, and storage. …
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. …
If you want to build the world’s largest social network, with 2.9 billion users, and the massive PHP stack that makes it into an application, you need a lot of infrastructure and you need it to arrive predictably. …
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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