Blog
Navigating the Explosion in Data Center Networking Demand
The Booming Data Center Networking Market: Massive Opportunities for Incumbents and Startups IntroductionAs we kick off 2026, the data center networking landscape is more important than ever, propelled by AI and new sovereign/Neoclouds forming. Rack-scale is the new unit of compute and that is driving scale-out and scale-up as the… Read More »Blog
In the AI Era, Ethernet Set to Surge in Scale-Out and Ramp in Scale-Up
How Ethernet is Poised to Expand in the Entire AI Networking Landscape IntroductionIn the rapidly evolving world of AI infrastructure, the debate between scale-up and scale-out architectures has shaped market dynamics. As we enter 2026, Ethernet’s trajectory suggests it will surge in Scale-Out and move from proof-of-concept to production in… Read More »Blog
Taiwan Trade Deal Featuring More TSMC Chip Plants in the US is a Big Deal
New FABs Were Needed to Keep Pace with the AI Boom TSMC’s Arizona expansion is gaining momentum, with recent reports indicating a significant ramp-up tied to evolving U.S.-Taiwan trade discussions. The chip giant has already brought its first fab online in late 2024, with a second facility accelerated for 3nm… Read More »Blog
Video Interview: Marvell’s Sandeep Bharathi Speaks with 650 Group
Alan Weckel had a great conversation with Sandeep Bharathi, President of the Data Center Group at Marvell, during their Industry Analyst Day. Sandeep provides an in-depth perspective on what Marvell has been up to in custom silicon, along with the momentum they see on XPU attach to alleviate bottlenecks in… Read More »Blog
Marvell’s CPO Story Unfolds at its Industry Analyst Meeting
We attended the Marvell Industry Analyst Day in Santa Clara, California today. The company focused almost exclusively on the Data Center market opportunities the company is pursuing. Numerous spokespersons said that it thinks it has enough manufacturing capacity to hit its 2026 plans and it is working with customers and its suppliers… Read More »Blog
Extreme Networks Holds Upbeat Investor and Analyst Day
We attended Extreme Networks’ Investor and Analyst Day at NASDAQ’s New York City facilities earlier this week. The company was decidedly upbeat and emphasized that it has an opportunity to pursue customers currently served by its competitors. The company reiterated that its Extreme Platform ONE (its cloud and AI management… Read More »Blog