Blog
Extreme Enhances its “ExtremeCloud” SD-WAN Platform
Integrated Network Fabric Helps Drive Single-Pane of Glass Management and Security to the Edge Today, Extreme announced that it had integrated the company’s network fabric capabilities into its ExtremeCloud SD-WAN platform. Extreme continues integrating and innovating on its Ipanema acquisition and internal efforts to grow its addressable market in the… Read More »Blog
What Do Recent Tech Layoffs and 2023 Hyperscaler CAPEX Have in Common?
Tech Layoffs to Precede Massive AI Arms Race at the Hyperscalers There will be significant changes to Cloud CAPEX as we look throughout 2023. The rapid and considerable news around tech layoffs gives us meaningful insight into the changes as we head into earnings season for the Hyperscalers (Amazon, Apple,… Read More »Blog
Marvell is Growing Robustly in its Four Core Markets – Highlights Gains During Industry Analyst Day
Data Center – $2.5B annualized run rate Driven by DPUs, Inphi, and Innovium acquisitions, Marvell has grown robustly in data center, geared towards the Cloud. Marvell is well positioned to the higher growth portions in the data center. Our research indicates Cloud CAPEX will prioritize AI/ML and DCI in 2023.… Read More »Blog
Enterprises and Service Providers Need To Be Discussing the Energy Efficiency and Cost Savings of Implementing a DPU
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 »Blog
Active Copper Market Helps Reduce Power Consumption in the Data Center
Recent Increases in Power Cost Creating Concern and Changing Architectures in The Cloud Most Cloud data center designs assume small increases in power costs over the life of a facility. In 2022, Cloud operators struggled to increase power to some facilities, especially in large metro areas, and already played out… Read More »Blog
Huawei UBBF Conference Emphasizes F5.5G and 50G PON
We virtually attended several keynote presentations from the Ultra-Broadband Forum (UBBF) in Bangkok, Thailand. This year, as has been the case for every year since the first one in 2014, Huawei is the most prominent vendor in attendance; others making presentations included government officials, leaders of standards bodies, and service… Read More »Blog