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
Data Center Upgrade from 400 Gbps to 800 Gbps and AI/ML to Drive Surge in Demand For the past five years, the most popular switch in Cloud data centers was 12.8 Tbps (32 ports of 400 Gbps). Most Hyperscalers and Tier 2 Cloud customers enjoyed the switch’s flexibility as a… Read More »51.2 Tbps to Drive Record-Setting 800 Gbps Volume in 2H’24 and 2025
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
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
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
Cloud Operators Continue to Push for Silicon Diversity as We Enter the 51.2 Tbps Switch Era As we engaged with Cloud Operators over the past two quarters, the shift away from COVID-19 supply constraints and toward next-generation build-outs became apparent in a changing of priorities. In our 4Q reports, one… Read More »AI/ML Networking Driving Need for Silicon Diversity
Traditional data center networking bandwidth continues to grow at 30-40% per year. However, the AI/ML networking bandwidth will grow by more than 100% per year for the rest of the decade. In order to keep pace, networking speeds will increase at a more rapid pace through 2030. Early 2024 demonstrations… Read More »1.6 Terabit Ethernet will Drive Next-Generation AI/ML Wave and Accelerate Growth through 2030
HPE Portfolio Will Now Span Super Computing, Servers, Storage, Campus Networking, Security, and Internet Routing with a big focus on AI/ML Today, HPE announced its intent to acquire Juniper. The deal is expected to close in late 2024 or early 2025. Once the deal closes, HPE plans to have Rami… Read More »HPE Plans to Acquire Juniper for $14 B in Cash
