Nvidia

Ethernet AI Networking Revenue Surges over 150% Y/Y, Bandwidth over 200% Y/Y in 2024

by Alan Weckel
April 10, 2025April 10, 2025

Scale-out (Backend) and Frontend All 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

Views from GTC 2025

by Alan Weckel
March 19, 2025March 19, 2025

NVIDIA’s GTC 2025 here in San Jose has showcased significant product innovation and a clear roadmap from Blackwell to Rubin, highlighting a yearly cadence of new product announcements. Not to be missed were Quantum (InfiniBand) and Spectrum (Ethernet) CPO announcements. For networking, GTC 2025 focused on scaleout CPO with InfiniBand… Read More »Views from GTC 2025

Arrcus Announces NVIDIA and Broadcom Integrations at MWC25

by Chris DePuy
March 6, 2025March 6, 2025

Network software company Arrcus Networks made several important announcements at the Mobile World Congress 2025 (MWC25) show in Barcelona this week. We visited the company several times over the days we were at the show to learn as much as possible about the various announcements. The company announced partnerships with… Read More »Arrcus Announces NVIDIA and Broadcom Integrations at MWC25

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

by Alan Weckel
February 28, 2025February 28, 2025

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

MWC Las Vegas Themes: Indoor Cellular, Satellite and Data Center

by Chris DePuy
October 10, 2024October 10, 2024

Usually, Telecom and wireless RAN are the main topics for the MWC-Las Vegas show, but at this year’s show, what caught our eye was indoor cellular, satellite, and data center networking. It was surprising that telecom heavyweights like Ericsson, Nokia, Samsung, and Cisco did not attend. But we love going… Read More »MWC Las Vegas Themes: Indoor Cellular, Satellite and Data Center

Massive June-July 2024 Announcement Slate Pushes Ethernet into Dominant Position in AI Networking

by Alan Weckel
August 20, 2024August 21, 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

Interconnect Needs for LLM Inference to Drive Networking Bandwidth

by Alan Weckel
August 19, 2024August 19, 2024

Customers Will Demand Near Real Time Performance When Using LLMs There is a lot of confusion around Inference and LLMs and their impact on networking. Users expect real-time answers similar to what they get using search platforms. However, LLMs do not produce results in the same way as search platforms… Read More »Interconnect Needs for LLM Inference to Drive Networking Bandwidth

HPE Discover Atmosphere 2024: AI Networking Emerges

by Chris DePuy
June 21, 2024June 21, 2024

We attended primarily the Atmosphere Track of the Discover partner conference in Las Vegas, where HPE Aruba Networking announced significant new developments. Among the new technology announcements were Private 5G radios, Observability-related integrations, IoT Gateway enhancements, and SASE. Of course, we attended HPE CEO Antonio Neri’s keynote at the Las… Read More »HPE Discover Atmosphere 2024: AI Networking Emerges

Data Center AI Networking to Surge to Nearly $20B in 2025, According to 650 Group

by admin
June 4, 2024June 4, 2024

Both InfiniBand and Ethernet to Achieve Strong Growth From 2023 Levels Incline Village, Nevada – June 4, 2024 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Data Center AI Networking market is expected to… Read More »Data Center AI Networking to Surge to Nearly $20B in 2025, According to 650 Group

AI/ML Networking Driving Need for Silicon Diversity

by Alan Weckel
March 18, 2024March 15, 2024

Cloud Operators Continue to Push for Silicon Diversity as We Enter the 51.2 Tbps Switch Era As we engaged with Cloud Operators over the past two quarters, the shift away from COVID-19 supply constraints and toward next-generation build-outs became apparent in a changing of priorities. In our 4Q reports, one… Read More »AI/ML Networking Driving Need for Silicon Diversity

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