Alan Weckel

1.6 Terabit Ethernet will Drive Next-Generation AI/ML Wave and Accelerate Growth through 2030

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

Arrcus Highlights Strong AI/ML platform for Ethernet Switches

Ethernet Switches Deployed into AI/ML Use Case Expected to Exceed $10B by 2028; Grow at over 100% CAGR 2023 saw robust AI/ML networking growth, with InfiniBand and Ethernet networking surging. AI/ML deployments rapidly increased throughout the year as operators built out massive training clusters and began deploying inference engines to… Read More »Arrcus Highlights Strong AI/ML platform for Ethernet Switches

Choosing InfiniBand or Ethernet? Ethernet-based AI Networking to grow at over 100% CAGR

DriveNets Highlights AI/ML Network Performance at a High Scale, with Broadcom’s Jericho 2C+ and Jericho 3-AI. DriveNets has announced that its Network Cloud-AI software, supporting Broadcom’s Jericho 3-AI-based white boxes and Ramon 3 chipset, is now available for order and also revealed some very impressive performance results.  One of the… Read More »Choosing InfiniBand or Ethernet? Ethernet-based AI Networking to grow at over 100% CAGR

Observability Makes Major Moves with Cisco Announcing Plans to Acquire Splunk

Global Observability Market Expected to Approach $15B in 2027 The last few months have been hectic for the Observability market. Cisco announced the company’s plans to purchase Splunk for $28B, with the deal expected to close in CY 2024. New Relic announced its plan to be acquired by Francisco Partners… Read More »Observability Makes Major Moves with Cisco Announcing Plans to Acquire Splunk

Product Rich Announcements at Nokia’s SReXperts Americas 2023

New Products Include Purpose Built FPcx NPU (Routing Silicon), 7730 SXR Routers, SR Linux Nokia made a big splash of announcements at the company’s SReXperts Americas 2023 earlier this month. True to the company’s heritage, we got a slew of introductions from a new purpose-built NPU (Routing ASIC) to new… Read More »Product Rich Announcements at Nokia’s SReXperts Americas 2023

AMD/Pensando Highlight Gains in Smartswitch Market at AMD Data Center & AI Technology Premiere Day

Smartswitch/Programmable Switch market expected to grow at over 100% CAGR through 2027 Today, AMD announced a flurry of new data center and AI related products during a session aimed at highlighting Pensando’s progress in the past year since its acquisition. At the time, we felt AMD+Pensando was a good match.… Read More »AMD/Pensando Highlight Gains in Smartswitch Market at AMD Data Center & AI Technology Premiere Day