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Alan Weckel

AI Buildouts Have a Networking Manufacturing Problem

IntroductionAI factories’ growth continues at a pace of expansion that is pushing technology and the supply chain to its limits. Hyperscalers, neoclouds, and sovereign programs are committing hundreds of billions of dollars to GPUs and XPUs. Equipment spend is already moving through a trillion-dollar wave this decade. AI networking itself… Read More »AI Buildouts Have a Networking Manufacturing Problem

Marvell Investor Day – The Path to Multi-Trillion CAPEX and Tokenomics

Marvell has significantly increased the company’s short-term and long-term guidance during its investor day in NYC. CEO Matt Murphy, followed by the rest of the executive team, were excited to share how Marvell’s TAM would reach $400B by 2030, supported by nearly $3T of CAPEX. The four main pillars of… Read More »Marvell Investor Day – The Path to Multi-Trillion CAPEX and Tokenomics

Nokia SReXperts and Wavelengths 2026

Nokia Highlights Advancing Connectivity for the AI Supercycle IntroductionNokia’s combined SReXperts and Wavelengths Americas event in San Diego made one point clear. IP and optical are now one architecture, and the AI supercycle is requiring them to make significant investments in their supply chain and manufacturing capabilities to meet customer… Read More »Nokia SReXperts and Wavelengths 2026

Mixture of Experts and Disaggregated Architectures Are Rewriting the Rules of Network Infrastructure

IntroductionGPU performance from 2025 through the end of the decade is growing exponentially, but the more fundamental driver of infrastructure change is what is happening to the models themselves. The shift from dense transformer architectures to Mixture of Experts designs, now dominant across frontier model development, is transforming not just… Read More »Mixture of Experts and Disaggregated Architectures Are Rewriting the Rules of Network Infrastructure

Marvell Expands AI Memory and Storage Infrastructure with Bravera SC6

Networking now determines how effectively memory reaches GPUs Introduction Memory has become a critical constraint in AI infrastructure. As models scale, solutions involve a mixture of experts, and context windows expand, the way memory is used must change. If we don’t change, GPUs stall waiting for data rather than computing.… Read More »Marvell Expands AI Memory and Storage Infrastructure with Bravera SC6

Full Stack Security and AI Job-ID-aware Segmentation: Cisco Raises the Bar for AI Fabric Efficiency

IntroductionAI clusters deliver value only when GPUs stay productive. Too many installations still run below 30-50% utilization because networks cannot keep up with job dynamics, tenant sprawl, and constant workload movement. While that number improves with time, those early idle times can quickly move to millions of dollars of waste… Read More »Full Stack Security and AI Job-ID-aware Segmentation: Cisco Raises the Bar for AI Fabric Efficiency

AI Networking Market Set to Surpass $200 Billion as Heterogeneous Full Stack Solutions Scale

DriveNets New Funding Round Helps Meet Customers Demands for AI Fabrics Introduction DriveNets just closed a $410 million funding round at an $8 billion valuation. The company enters this new phase with cash flow-positive operations, validated AI reference designs, including one recently published with AMD, and production deployments already running… Read More »AI Networking Market Set to Surpass $200 Billion as Heterogeneous Full Stack Solutions Scale

Upscale AI Expands Offering With Purpose-Built AI Networking From NVIDIA

SONiC and Open Scale-Out Performance with NVIDIA Ethernet Fabrics Help Networks Expand IntroductionAI infrastructure operators are quickly shifting from general-purpose networks to purpose-built designs that match the demands of modern AI workloads. This evolution drives massive efficiency gains across training and inference clusters. Upscale AI partners with NVIDIA to deliver… Read More »Upscale AI Expands Offering With Purpose-Built AI Networking From NVIDIA