Alan Weckel

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

by Alan Weckel
November 4, 2024November 4, 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

Marvell Showcases Meta FBNIC at OCP 2024

by Alan Weckel
October 30, 2024October 30, 2024

Custom 5nm NIC Displays Impressive Performance Marvell and Meta announced the co-development of the FBNIC. The FBNIC is a custom 5nm NIC ASIC built to optimize the performance of its infrastructure for general purpose servers. Marvell contributed the board design to the OCP community. The announcement was significant for the… Read More »Marvell Showcases Meta FBNIC at OCP 2024

Ethernet Alliance: Ethernet in the Age of AI

by Alan Weckel
October 23, 2024October 23, 2024

448 Gbps SERDES Lanes Are Just Around The Corner The industry’s biggest players are driving the AI Market Infrastructure towards Ethernet, as key players come together this week in Santa Clara. The Ethernet Alliance is currently hosting a two-day event to discuss the Ethernet ecosystem and the growing demands for… Read More »Ethernet Alliance: Ethernet in the Age of AI

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

by Alan Weckel
August 21, 2024August 21, 2024

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

by Alan Weckel
August 20, 2024August 21, 2024

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

Interconnect Needs for LLM Inference to Drive Networking Bandwidth

by Alan Weckel
August 19, 2024August 19, 2024

Customers Will Demand Near Real Time Performance When Using LLMs There is a lot of confusion around Inference and LLMs and their impact on networking. Users expect real-time answers similar to what they get using search platforms. However, LLMs do not produce results in the same way as search platforms… Read More »Interconnect Needs for LLM Inference to Drive Networking Bandwidth

RDMA Networks Are a Key Enabler to AI/ML Deployments

by Alan Weckel
June 25, 2024June 26, 2024

RDMA Networking Market to Exceed $22B by 2028 The build-out of Artificial Intelligence / Machine Learning (AI/ML) data centers is increasing capital intensity and changing how all customers build data centers. Networking for back-end and front-end networks plays a crucial role in maximizing the capabilities of these new data centers.… Read More »RDMA Networks Are a Key Enabler to AI/ML Deployments

PCIe Retimers Market to Surge Driven by AI/ML Computing

by Alan Weckel
June 2, 2024June 3, 2024

Retimers Needed as Distances Shrink in PCIe Gen 5 and Gen 6 SpeedsThe server market remained on Gen 3 (8 Gbps/lane) for several server design cycles, leading the market to become complacent about how quickly server bandwidth could increase inside the server and at the NIC level. The market saw… Read More »PCIe Retimers Market to Surge Driven by AI/ML Computing

AI/ML and Multiple Speed Transitions Driving Need for More DSPs

by Alan Weckel
May 21, 2024May 21, 2024

Operators Need DSP Diversity as Market Size About to Expand Significantly The DSP market is entering a significant expansion phase driven by new and expanding workloads and additional speeds and feeds. Traditionally, most data center DSPs were for switch-to-switch links inside the data center. However, with cloud providers pushing the… Read More »AI/ML and Multiple Speed Transitions Driving Need for More DSPs

Alan Weckel

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