Alan Weckel

Marvell’s Five-Year Announcement with Amazon’s AWS Showcases Increased Partnerships Between Suppliers and Hyperscalers

As We Approach $100B/Hyperscaler in CAPEX, Supply Chain Will Continue to Adjust As Hyperscalers continue to push the envelope of what is technically feasible, we will see more announcements like the one earlier this month between Amazon and Marvell. The need to drive leading-edge technology at a more rapid pace… Read More »Marvell’s Five-Year Announcement with Amazon’s AWS Showcases Increased Partnerships Between Suppliers and Hyperscalers

Deep Observability Market Exceeds $200M in 1H24, On Pace to Approach $500M for Full-Year 2024

Deep Observability Market Forecast to Approach $2B by 2029 The last few months of the Observability market have been dominated by Cisco closing its acquisition of Splunk and incorporating Splunk into its broad Cisco networking and security portfolios. In doing so, Cisco is reprioritizing the security and observability components of… Read More »Deep Observability Market Exceeds $200M in 1H24, On Pace to Approach $500M for Full-Year 2024

When Thinking About AI Power Consumption, Networking is the Least of Your Problems

Taking Networking Power Consumption to Zero Won’t Allow You to Get More AI Into Your Data Centers With the emergence of AI/ML workloads, there is an industry-wide sense of urgency and panic about how we will power all these new servers. As such, there is tremendous pressure on all equipment… Read More »When Thinking About AI Power Consumption, Networking is the Least of Your Problems

Massive June-July 2024 Announcement Slate Pushes Ethernet into Dominant Position in AI Networking

Arista, Broadcom, Cisco, DriveNets and NVIDIA All Message the Growing Importance of Ethernet Products The past two months were busy for AI Ethernet Providers, with announcements showcasing new products and providing historical revenue growth forecasts. Overall, the announcements highlight the long-term growth of AI Networking into a $30+B market by… Read More »Massive June-July 2024 Announcement Slate Pushes Ethernet into Dominant Position in AI Networking