Blog
Ethernet Alliance: Ethernet in the Age of AI
448 Gbps SERDES Lanes Are Just Around The Corner The industry’s biggest players are driving the AI Market Infrastructure towards Ethernet, as key players come together this week in Santa Clara. The Ethernet Alliance is currently hosting a two-day event to discuss the Ethernet ecosystem and the growing demands for… Read More »Blog
MWC Las Vegas Themes: Indoor Cellular, Satellite and Data Center
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 »Blog
Cisco Packet Optical Networking Conference 2024 – Another Step Forward
This week, we attended Cisco’s Packet Optical Networking Conference 2024 (PONC 2024). The conference was mainly for partners and customers, and new products and architectures were the main discussion topics. A year ago, we concluded that Cisco’s Routed Optical Networks (RON) vision, where routers and pluggable coherent modules operate together… Read More »Blog
Nokia Broadband Strategy Rapidly Adapting to Changes
Nokia held its annual Fixed Networks Analyst meeting this week, and we were impressed with the company’s progress. While the company explained that the BEAD program has slipped an estimated 6-9 months, it shared that its pipeline of deals remains healthy. The company characterized that BEAD will go through its… Read More »Blog
When Thinking About AI Power Consumption, Networking is the Least of Your Problems
Taking Networking Power Consumption to Zero Won’t Allow You to Get More AI Into Your Data Centers With the emergence of AI/ML workloads, there is an industry-wide sense of urgency and panic about how we will power all these new servers. As such, there is tremendous pressure on all equipment… Read More »Blog
Massive June-July 2024 Announcement Slate Pushes Ethernet into Dominant Position in AI Networking
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 »Blog