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
First Delivery of Silicon Indicates Technology Innovation Cycles are Accelerating The innovation and product cycles for Cloud infrastructure continue to push the limits of all technologies as Hyperscalers push AI to 1M XPU clusters and squeeze out efficiencies in order to scale power. The push towards AI will fundamentally change… Read More »Marvell 2nm to Usher in Next-Generation Platforms to Help Drive AI Workloads
Strong NVIDIA Momentum in Networking for AI in 2024, Led by NVIDIA Quantum InfiniBand, Also Surging NVIDIA Spectrum-X Ethernet Sales 2024 was an exciting year for AI. Overall spending on AI equipment in the data center blew past $200B in 2024 as larger Hyperscalers, new cloud startups, sovereigns, and pretty… Read More »Networking for AI represents Huge and Growing Part of DC CAPEX as Scale-up, Scale-out; Front-end Networks Support the Surge in Demand for AI Applications
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 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
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
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
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
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
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
