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
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
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
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
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
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
Today, NVIDIA announced its 5G Data Centers With Gen AI with an anchor customer, Japanese mobile operator SoftBank. NVIDIA says its rollouts start in late 2023, which is right around the corner in telecom terms; we are not sure exactly when SoftBank plans to roll it out. NVIDIA claims its… Read More »NVIDIA 5G Data Center Announcements
AI/ML and New Product Announcements Drive Industry Forward NVIDIA’s GTC 2023 was a robust set of hardware and software announcements that pushed AI/ML further into society and helped transform many verticals. The pace of innovation since the last GTC was noticeable, with end-customers making huge improvements because of AI and… Read More »NVIDIA GTC 2023 Unleashed – Accelerate Everything
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
Workloads Changing the Dynamic of CPUs and Server Architectures as Industry Moves to AI and ML AMD, Intel, NVIDIA Taking Very Different Approaches to Accelerated Computing AMD, Intel, and NVIDIA will be presenting at Hot Chips, and we wanted to get ahead of the show to share our views of… Read More »The Need for Speed: How AI and ML Workloads are Forcing Chip Companies to Focus on Acceleration
