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. …
Every startup has to be both flexible and focused, and it is tough to balance the two. …
In an ideal world, there is a balance between compute, network, and storage that allows for the CPUs to be fed with data such that they do not waste too much of their processing capacity spinning empty clocks. …
For whatever reason, it takes a lot longer to case the commercial Ethernet switching and routing markets, which is dominated by datacenter and campus use cases, than it does for the server and storage markets. …
As supercomputer centers have long known and as hyperscalers and cloud builders eventually learned, the larger the cluster, the greater the chance that one of the many components in the system will fail at any particular time. …
Amazon Web Services, the juggernaut of cloud computing, may be forging its own path with Arm-based CPUs and associated DPUs thanks to its 2015 acquisition of Annapurna Labs for $350 million. …
The hyperscalers and cloud builders can be split into two camps, but a third one might be emerging. …
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