DPU

AMD/Pensando Highlight Gains in Smartswitch Market at AMD Data Center & AI Technology Premiere Day

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

Marvell is Growing Robustly in its Four Core Markets – Highlights Gains During Industry Analyst Day

Data Center – $2.5B annualized run rate Driven by DPUs, Inphi, and Innovium acquisitions, Marvell has grown robustly in data center, geared towards the Cloud. Marvell is well positioned to the higher growth portions in the data center. Our research indicates Cloud CAPEX will prioritize AI/ML and DCI in 2023.… Read More »Marvell is Growing Robustly in its Four Core Markets – Highlights Gains During Industry Analyst Day

Enterprises and Service Providers Need To Be Discussing the Energy Efficiency and Cost Savings of Implementing a DPU

OPEX and CAPEX Savings Make Adopting DPUs Compelling Design decisions are significantly different for enterprise and SP customers compared to two years ago. Electricity costs have increased considerably, and specific data center locations are power constrained. Increased inflation pressures CAPEX as many components will not return to pre-pandemic pricing. On… Read More »Enterprises and Service Providers Need To Be Discussing the Energy Efficiency and Cost Savings of Implementing a DPU

NVIDIA Helping Drive Project Monterey with VMware to Get Hyperscaler Composability into the Enterprise

Current and Future Enterprise Workloads will Benefit From Significant Improvements in Performance and Agility Over the past two to three server purchasing cycles, Hyperscalers have increasingly offloaded functionality from the CPU to the SmartNIC to free up valuable CPU cores.  As a result, hyperscalers provide significant compute directly in the… Read More »NVIDIA Helping Drive Project Monterey with VMware to Get Hyperscaler Composability into the Enterprise

DPU Opportunity Increases With New Market Opportunities In Ran, Security, And Enterprise Workloads

For many, the DPU is associated with the Smart NIC and the boundary between computing and networking.  Therefore it has a finite market size tied to the number of servers and appliances in the market.  DPU history focused on offloading the processor with storage, basic security, and virtualization allowed the… Read More »DPU Opportunity Increases With New Market Opportunities In Ran, Security, And Enterprise Workloads

DPU Opportunity IncreaseS with New Market Opportunities in RAN, Security, and Enterprise WORKLOADs

For many, the DPU is associated with the Smart NIC and the boundary between computing and networking.  Therefore it has a finite market size tied to the number of servers and appliances in the market.  DPU history focused on offloading the processor with storage, basic security, and virtualization allowed the… Read More »DPU Opportunity IncreaseS with New Market Opportunities in RAN, Security, and Enterprise WORKLOADs