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
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
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
