Blog
Networking, Power Efficiency, and Flexible Architectures Drive Lower Costs In AI Data Center Networks
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 »Blog
Fortinet Accelerate 26 Event Highlights AI Readiness
I attended the upbeat Fortinet Accelerate 2026 in Las Vegas on Tuesday. As part of the show, the company made two key announcements: FortiOS 8.0 and FortiSOC. Fortinet introduced FortiOS 8.0, which expands the Security Fabric with Secure AI Controls for visibility into shadow AI and AI-aware application controls, Fabric-Based… Read More »Blog
Navigating the Explosion in Data Center Networking Demand
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 »Blog
The Widening Chasm: XPU Data Hunger Outpaces Network Infrastructure
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 »Blog
Networking is the Key to Unlocking GPU/XPU Diversity
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 »Blog
SpaceX Acquisition of xAI Drives AI Capex
Yesterday, news came out that two Elon Musk-led companies, SpaceX and xAI were merging. We conduct research across many aspects of the now-combined company and believe the combination makes it much more likely that the xAI part will receive continued, robust funding to build numerous data centers in the future.… Read More »Blog