Blog
802.11ah HaLow at CES
In our IoT report, we’ve counted on low-cost, long-distance, customer-owned Wi-Fi systems as providing a critical connectivity need. We had the opportunity to visit Morse Micro yesterday at the CES show in Las Vegas, NV, and left with the impression that HaLow’s time is upon us. In the company’s booth… Read More »Blog
Marvell’s Five-Year Announcement with Amazon’s AWS Showcases Increased Partnerships Between Suppliers and Hyperscalers
As We Approach $100B/Hyperscaler in CAPEX, Supply Chain Will Continue to Adjust As Hyperscalers continue to push the envelope of what is technically feasible, we will see more announcements like the one earlier this month between Amazon and Marvell. The need to drive leading-edge technology at a more rapid pace… Read More »Blog
Huawei MBBF Conference 2024 (Istanbul) – 5.5G Theme
The central themes of last week’s Mobile Broadband Forum (MBBF) in Istanbul were that Huawei made a big deal about 5.5G and AI. More specifically, Huawei’s radio team pointed out that its recently improved cellular uplink capabilities will be critical as AI, robots, and automobiles create a surge in cellular… Read More »Blog
Deep Observability Market Exceeds $200M in 1H24, On Pace to Approach $500M for Full-Year 2024
Deep Observability Market Forecast to Approach $2B by 2029 The last few months of the Observability market have been dominated by Cisco closing its acquisition of Splunk and incorporating Splunk into its broad Cisco networking and security portfolios. In doing so, Cisco is reprioritizing the security and observability components of… Read More »Blog
Marvell Showcases Meta FBNIC at OCP 2024
Custom 5nm NIC Displays Impressive Performance Marvell and Meta announced the co-development of the FBNIC. The FBNIC is a custom 5nm NIC ASIC built to optimize the performance of its infrastructure for general purpose servers. Marvell contributed the board design to the OCP community. The announcement was significant for the… Read More »Blog
Ethernet Alliance: Ethernet in the Age of AI
448 Gbps SERDES Lanes Are Just Around The Corner The industry’s biggest players are driving the AI Market Infrastructure towards Ethernet, as key players come together this week in Santa Clara. The Ethernet Alliance is currently hosting a two-day event to discuss the Ethernet ecosystem and the growing demands for… Read More »Blog