Blog
Higher Radix Switches Unlock Efficiency Gains Across AI Data Centers
Higher RADIX Switching Drives Faster Training and Lowers Inference Costs IntroductionAI cluster expansion increases the networking demand and requires a new networking scale to expand with the number of XPU/GPUs efficiently. Higher radix switches meet this need directly. Newer advanced designs integrate more ports per ASIC and deliver higher aggregate… Read More »Blog
MediaTek 2026 Analyst Day – Data Center is the Priority
While MediaTek expressed that Data Center is its highest priority and that by the end of 2027, the company’s revenue mix will look very different, it has numerous other opportunities. We highlight that the company has evolved from being a mobile SOC supplier to now an ecosystem-based semiconductor leader with… Read More »Blog
RSA Conference 2026 – Agents and AI Theme
We attended the show in San Francisco this year and can say that it was obvious on many levels that AI was the theme. We say it’s obvious because, from our walks around the show floor, about half the booths were promoting Artificial Intelligence in some way. Additionally, we saw… Read More »Blog
Cato Networks Leverages NVIDIA Technology to Enhance its Security Services
The accelerating adoption of AI is placing new demands on enterprise security infrastructure. As organizations deploy copilots, AI assistants, and autonomous agents, security platforms must analyze far more contextual and conversational traffic than traditional controls were designed to handle. Cato Networks is addressing this shift with Cato Neural Edge, embedding NVIDIA… Read More »Blog
MWC 2026: The RAN Chip Wars – Merchant vs ASIC Strategies
Mobile World Congress 2026 crystallized the AI-RAN strategic split. Nokia and Samsung are betting on merchant silicon (CPUs and/or GPUs), while Ericsson, Huawei, and ZTE continue relying on purpose-built ASICs. The merchant camp believes general-purpose chips are now powerful and available enough to run real-time RAN functions plus AI workloads… Read More »Blog
Arrcus Highlights its AI-Focused AINF at MWC 26
Having just returned from MWC 26 in Barcelona, I stopped by the Arrcus booth and learned about the Arrcus Inference Network Fabric (AINF) that the company announced right before the show. The company describes AINF as the first AI Inference Network Fabric. It is positioned as a carrier-grade, 5G-ready fabric… Read More »Blog