Alan Weckel

Capturing the AI Wave: New Revenue Models for Service Providers and Colocation Operators

Introduction Service Providers (SP) and Colocation (Colo) Providers play a pivotal role in enabling and scaling the AI economy. AI workloads, whether training, inference, agentic, consumer, or enterprise, have fundamentally different compute, storage, networking, and power requirements than traditional applications. Organizations must process massive volumes of sensitive, mission-critical data, redefining… Read More »Capturing the AI Wave: New Revenue Models for Service Providers and Colocation Operators

AI Fabrics for Neo and Sovereign Clouds: Why Non-Blocking Design Matters

Introduction AI Ethernet Switching provides the backbone for connecting GPUs. We discussed the different types of AI fabrics and the advantages Ethernet had in our previous blog. The fabrics are key to how Neo Clouds and Sovereign Clouds build next-generation AI clusters. Idle GPUs and congestion costs are significant. This… Read More »AI Fabrics for Neo and Sovereign Clouds: Why Non-Blocking Design Matters

A Tale of Three Networks, AI Networking Infrastructure Surge Spans Multiple Protocols and Technologies

Scale-Up (Ethernet, NVLink, PCIe, UALink), Scale-Out (Ethernet, InfiniBand), and Front-End (Ethernet) Contribute to $50B+ in Incremental Networking Opportunity This Decade AI’s extreme performance demands are driving divergence in networking architectures, featuring distinct protocols, technologies, and topologies across components. We expect companies to embrace multiple aspects of these challenges and develop… Read More »A Tale of Three Networks, AI Networking Infrastructure Surge Spans Multiple Protocols and Technologies

Today’s Distributed Hybrid AI requires investments in AI Fabrics, DCI/WAN, and Security

AI Networking to Approach $100B a Year by the End of the Decade By Alan Weckel, Founder and Technology Analyst at 650 Group As the market moves from foundational models to widespread adoption of inference, AI networking fabrics will increasingly span multiple facilities. For a hyperscaler, this could mean connecting… Read More »Today’s Distributed Hybrid AI requires investments in AI Fabrics, DCI/WAN, and Security

Marvell Investor Day Highlights Surge in Custom ASIC Demand

Strong Interest Extends Beyond Hyperscalers, and Data Center Semiconductor Content Continues to Surge in Support of AI During its investor day, Marvell highlighted a significant trend in the semiconductor industry: the move toward custom solutions is both accelerating and expanding. What was once a speculative venture just five years ago… Read More »Marvell Investor Day Highlights Surge in Custom ASIC Demand

OIF’s 448 Gbps Workshop

This week the OIF is holding a 448 Gbps Workshop to talk about the next generation’s electrical speed. The event includes multiple hyperscaler keynote presentations. On Tuesday, it was Google and Meta. We had the pleasure of moderating a panel on the electrical channel. 448 Gbps SERDES represents the first… Read More »OIF’s 448 Gbps Workshop

Ethernet AI Networking Revenue Surges over 150% Y/Y, Bandwidth over 200% Y/Y in 2024

Scale-out (Backend) and Frontend Al Achieve Record Revenue with 2025 Expected o Exceed $10B Networks need to be specifically designed for AI workloads in order to achieve maximum performance. We can’t just use traditional networking. 2024 showed this with the rapid growth in InfiniBand, significant enhancements and purpose-built Ethernet products,… Read More »Ethernet AI Networking Revenue Surges over 150% Y/Y, Bandwidth over 200% Y/Y in 2024

Views from GTC 2025

NVIDIA’s GTC 2025 here in San Jose has showcased significant product innovation and a clear roadmap from Blackwell to Rubin, highlighting a yearly cadence of new product announcements. Not to be missed were Quantum (InfiniBand) and Spectrum (Ethernet) CPO announcements. For networking, GTC 2025 focused on scaleout CPO with InfiniBand… Read More »Views from GTC 2025