We attended the very upbeat AMD Advancing AI 2025 Keynote with its CEO, Lisa Su. Guests included hardware partners such as xAI, Meta, Oracle, HUMAIN, Microsoft, and OpenAI. The company announced that its MI355-series GPU ships commercially in 3Q25 and previewed its MI4xx-series, which it expects to ship in 2026. … Read More »AMD Keynote: Responding to the Needs of Existing and Future Hyperscalers
Strong NVIDIA Momentum in Networking for AI in 2024, Led by NVIDIA Quantum InfiniBand, Also Surging NVIDIA Spectrum-X Ethernet Sales 2024 was an exciting year for AI. Overall spending on AI equipment in the data center blew past $200B in 2024 as larger Hyperscalers, new cloud startups, sovereigns, and pretty… Read More »Networking for AI represents Huge and Growing Part of DC CAPEX as Scale-up, Scale-out; Front-end Networks Support the Surge in Demand for AI Applications
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 »Deep Observability Market Exceeds $200M in 1H24, On Pace to Approach $500M for Full-Year 2024
Arista, Broadcom, Cisco, DriveNets and NVIDIA All Message the Growing Importance of Ethernet Products The past two months were busy for AI Ethernet Providers, with announcements showcasing new products and providing historical revenue growth forecasts. Overall, the announcements highlight the long-term growth of AI Networking into a $30+B market by… Read More »Massive June-July 2024 Announcement Slate Pushes Ethernet into Dominant Position in AI Networking
RDMA Networking Market to Exceed $22B by 2028 The build-out of Artificial Intelligence / Machine Learning (AI/ML) data centers is increasing capital intensity and changing how all customers build data centers. Networking for back-end and front-end networks plays a crucial role in maximizing the capabilities of these new data centers.… Read More »RDMA Networks Are a Key Enabler to AI/ML Deployments
Retimers Needed as Distances Shrink in PCIe Gen 5 and Gen 6 SpeedsThe server market remained on Gen 3 (8 Gbps/lane) for several server design cycles, leading the market to become complacent about how quickly server bandwidth could increase inside the server and at the NIC level. The market saw… Read More »PCIe Retimers Market to Surge Driven by AI/ML Computing
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
Gigamon Remained the Market Leader in 1H’23 as Customers Looked to Gain Valuable Insights From Their Hybrid Cloud Networks Incline Village, Nevada – Oct. 17, 2023 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, provides unique insight… Read More »Deep Observability Market to Grow At 50 Percent CAGR Reaching $2B by 2027
AI, ML, and HPC Network Bandwidth is Growing over 100% Each Year as the Market is Poised to Exceed $10B in 2027 Incline Village, Nevada – July 18, 2023 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets,… Read More »Data Center AI Networking Surges over 100% Y/Y as InfiniBand and Ethernet Achieve Record Revenues in 1Q23; According to 650 Group
