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
AI/ML and New Product Announcements Drive Industry Forward NVIDIA’s GTC 2023 was a robust set of hardware and software announcements that pushed AI/ML further into society and helped transform many verticals. The pace of innovation since the last GTC was noticeable, with end-customers making huge improvements because of AI and… Read More »NVIDIA GTC 2023 Unleashed – Accelerate Everything
112 Gbps SERDES and 800G to the Server to Help Propel AI/ML Growth During DesignCon 2023, many demos highlighted the 800G ecosystem. Specifically, 112G SERDES-based products will help drive 800G and higher links to the server. Our forecasts in servers indicate that most unit growth over the next five years… Read More »AI/ML to Drive Significant Networking Bandwidth Growth in 2H23 and into 2024
Integrated Network Fabric Helps Drive Single-Pane of Glass Management and Security to the Edge Today, Extreme announced that it had integrated the company’s network fabric capabilities into its ExtremeCloud SD-WAN platform. Extreme continues integrating and innovating on its Ipanema acquisition and internal efforts to grow its addressable market in the… Read More »Extreme Enhances its “ExtremeCloud” SD-WAN Platform
Tech Layoffs to Precede Massive AI Arms Race at the Hyperscalers There will be significant changes to Cloud CAPEX as we look throughout 2023. The rapid and considerable news around tech layoffs gives us meaningful insight into the changes as we head into earnings season for the Hyperscalers (Amazon, Apple,… Read More »What Do Recent Tech Layoffs and 2023 Hyperscaler CAPEX Have in Common?
