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
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
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
Refresh the Old to Free Up Power, Cold Plate, and Immersion Cooling, and AI takes Center Stage OCP 2023 in Santa Clara was a great show. Let’s start with the packed keynotes, which all discussed what we will do to solve the power problem, except Google. We will need more… Read More »OCP 2023 -It’s a Wrap: Here Are The Key Highlights From a Cool Show
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
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
We recently did a whitepaper on ACC cables and their role in the data center going forward. Server access and DAC is at a crossroads, with DAC reaching its limits as we move towards 800G ports and 112G SERDES lanes. We can’t use DAC like we did in previous server… Read More »DAC Limitations Drive Server Connectivity Market Towards Active Copper Cables (ACC)
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
AI took the world by storm early this year, with ChatGPT showing a transformational leap in how humans interact with machines and showing how quickly many parts of life will change with AI. Before 2022, AI was niche, relegated to large research labs, Google’s own TPU efforts, and small deployments… Read More »DriveNets Enters the AI Networking, A Market Expected to Exceed $10B by 2027
Bandwidth Forecast to Grow at over 100% Through 2027 as AI Networking Approaches $10B in Market Size The AI/ML market surged into the spotlight early this year as many people saw the potential of AI with ChatGPT. However, AI networks have already been thriving for the past two years. In… Read More »InfiniBand and Ethernet Switch Markets Thrive with AI/ML Support
