We attended the #OFC18 show and found the major theme to be the emergence of 400 Gbps modules. The next most noteworthy theme, we though, was that made by a single company, Nokia, which made its PSE-3 engine announcement. Juniper also caused a buzz with the introduction of its ACX6360… Read More »OFC 2018 Theme: 400 Gbps
Apple Inc. announced plans to accelerate spending in the United States, citing $350 billion of spending over the next five years. The company has cited recent tax rules and its status as being the largest US taxpayer. The company specifically earmarked “over $10 billion” for “investments in data centers across… Read More »Apple announces plans to Accelerate Capital Spending on US-Based Datacenters
Nokia was bullish on its technology developments and cautious on telco capex. CEO Rajeev Suri described the telecom market as having tough market conditions and expects telco equipment market revenues down in 2018. He said the Swedish competitor pricing aggressively and that it will be difficult to keep share in China… Read More »Nokia Analyst Meeting Update
Arista, Cisco, and Juniper Jockey for Position While New Vendors Emerge for Data Center Edge and Data Center Interconnect Use Cases Portola Valley, California – October 6, 2017 – An upcoming report by 650 Group, the leader in Switching, Routing and Data Center Interconnect market research and competitive positioning, indicates an… Read More »Switching and Routing Battle for Data Center Leadership Intensifies in 3Q17, According to 650 Group
Today Nokia announced its new FP4 ASIC and 7750 SR Router. Playing the leapfrogging game on speeds, we saw 36 400 Gbs ports in a 2RU box that looks awfully similar to a spine switch and the further blurring of what a next gen router and switch really look like,… Read More »Nokia – 7750 SR – The race to 400 Gbps and Cloud Scale
