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
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
Networking stands as the heart of AI factories. In my recent fireside chat with NVIDIA SVP of Networking Gilad Shainer, we examined the rapid architecture shifts as the industry enters the 800G upgrade cycle. Bandwidth explodes, scale-out ramps, and the 800G market surges in size. We project the 800G market… Read More »Ethernet Switching is the Heart of AI Factories
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
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
Higher RADIX Switching Drives Faster Training and Lowers Inference Costs IntroductionAI cluster expansion increases the networking demand and requires a new networking scale to expand with the number of XPU/GPUs efficiently. Higher radix switches meet this need directly. Newer advanced designs integrate more ports per ASIC and deliver higher aggregate… Read More »Higher Radix Switches Unlock Efficiency Gains Across AI Data Centers
Faster XPU/GPU Cycles Require a Wider Range of Networking Products at a Faster Cadence Introduction: The Surging AI Networking OpportunityThe AI data center networking market stands at an inflection point. This market is expanding toward $200B in the coming years, with Ethernet positioned to claim the largest share of this… Read More »Networking, Power Efficiency, and Flexible Architectures Drive Lower Costs In AI Data Center Networks
New Business Models Emerge IntroductionThe data center networking landscape is more important than ever, propelled by the growth of AI and the formation of new sovereign/Neoclouds. Rack-scale is the new unit of compute, and that is driving scale-out, scale-up, and scale-across as the next areas of growth in the market.… Read More »Navigating the Explosion in Data Center Networking Demand
Why Networking Scale Matters for AI’s Next Phase Introduction:The AI infrastructure boom shows no signs of slowing. Hyperscalers, neoclouds, sovereign clouds, and enterprises are pouring hundreds of billions into GPU and XPU clusters to fuel ever-larger models. Amazon’s CAPEX guide was $200B for 2026, and a slew of fresh capital… Read More »The Widening Chasm: XPU Data Hunger Outpaces Network Infrastructure
Customers Deploying Multiple Generations of GPUs Benefit from Ethernet Fabrics IntroductionThe AI data center market is at an inflection point. Hyperscalers and large enterprises are scaling massively to support AI workloads. Still, as they build towards a world of multiple GPUs/XPUs per supplier and numerous suppliers, they realize that they… Read More »Networking is the Key to Unlocking GPU/XPU Diversity
