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 »Navigating the Explosion in Data Center Networking Demand
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 »In the AI Era, Ethernet Set to Surge in Scale-Out and Ramp in Scale-Up
Introduction Service Providers (SP) and Colocation (Colo) Providers play a pivotal role in enabling and scaling the AI economy. AI workloads, whether training, inference, agentic, consumer, or enterprise, have fundamentally different compute, storage, networking, and power requirements than traditional applications. Organizations must process massive volumes of sensitive, mission-critical data, redefining… Read More »Capturing the AI Wave: New Revenue Models for Service Providers and Colocation Operators
Introduction AI Ethernet Switching provides the backbone for connecting GPUs. We discussed the different types of AI fabrics and the advantages Ethernet had in our previous blog. The fabrics are key to how Neoclouds and Sovereign Clouds build next-generation AI clusters. Idle GPUs and congestion costs are significant. This blog… Read More »AI Fabrics for Neo and Sovereign Clouds: Why Non-Blocking Design Matters
How Ethernet, AI Infrastructure, and ecosystem partnerships are driving a $70B+ market shift Introduction Networking plays a key role in AI buildouts. From a user’s perspective, we might see this as a faster response time or better results, but behind the scenes, the network plays the vital role of connecting… Read More »Cisco and the Future of AI Networking
Scale-Up (Ethernet, NVLink, PCIe, UALink), Scale-Out (Ethernet, InfiniBand), and Front-End (Ethernet) Contribute to $50B+ in Incremental Networking Opportunity This Decade AI’s extreme performance demands are driving divergence in networking architectures, featuring distinct protocols, technologies, and topologies across components. We expect companies to embrace multiple aspects of these challenges and develop… Read More »A Tale of Three Networks, AI Networking Infrastructure Surge Spans Multiple Protocols and Technologies
AI Networking to Approach $100B a Year by the End of the Decade By Alan Weckel, Founder and Technology Analyst at 650 Group As the market moves from foundational models to widespread adoption of inference, AI networking fabrics will increasingly span multiple facilities. For a hyperscaler, this could mean connecting… Read More »Today’s Distributed Hybrid AI requires investments in AI Fabrics, DCI/WAN, and Security
Scale-out (Backend) and Frontend Al Achieve Record Revenue with 2025 Expected o Exceed $10B Networks need to be specifically designed for AI workloads in order to achieve maximum performance. We can’t just use traditional networking. 2024 showed this with the rapid growth in InfiniBand, significant enhancements and purpose-built Ethernet products,… Read More »Ethernet AI Networking Revenue Surges over 150% Y/Y, Bandwidth over 200% Y/Y in 2024
Significant Y/Y Progress with No Significant Delays in 800 Gbps, 1.6 Tbps, and 200 Gbps SERDES Once again, OFC 2025 was a great show held in San Francisco this year. We saw more exhibitors and people on the show floor, looking at the prize for AI/ML spending. Vendors focused on… Read More »OFC 2025: Bring on the CPO and Extend the Copper
First Delivery of Silicon Indicates Technology Innovation Cycles are Accelerating The innovation and product cycles for Cloud infrastructure continue to push the limits of all technologies as Hyperscalers push AI to 1M XPU clusters and squeeze out efficiencies in order to scale power. The push towards AI will fundamentally change… Read More »Marvell 2nm to Usher in Next-Generation Platforms to Help Drive AI Workloads
