Blog
RDMA Networks Are a Key Enabler to AI/ML Deployments
RDMA Networking Market to Exceed $22B by 2028 The build-out of Artificial Intelligence / Machine Learning (AI/ML) data centers is increasing capital intensity and changing how all customers build data centers. Networking for back-end and front-end networks plays a crucial role in maximizing the capabilities of these new data centers.… Read More »Blog
HPE Discover Atmosphere 2024: AI Networking Emerges
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 »Blog
Fortinet’s Planned Acquisition of Lacework Expands its Opportunities Significantly
Fortinet announced plans to acquire Lacework, a Cloud-Native Application Protection Platform (CNAPP) company. For those who have kept up with the cybersecurity industry news, in April of this year, Lacework was an acquisition target by privately held Wiz. However, that deal, reportedly valued between $150-200M, never materialized. Lacework opens up… Read More »Blog
PCIe Retimers Market to Surge Driven by AI/ML Computing
Retimers Needed as Distances Shrink in PCIe Gen 5 and Gen 6 SpeedsThe server market remained on Gen 3 (8 Gbps/lane) for several server design cycles, leading the market to become complacent about how quickly server bandwidth could increase inside the server and at the NIC level. The market saw… Read More »Blog
Telecom Disruption in Optical and RAN Showing Growing Importance
Internet Services and Satellite Services will clash with Telecom Services in the coming years, causing changes to equipment demand. Hyperscalers and Satellite services companies are more vertically integrated (they make more of their own equipment) and, in the future, will deliver more services that compete with Telecom services. Our forecasts,… Read More »Blog
AI/ML and Multiple Speed Transitions Driving Need for More DSPs
Operators Need DSP Diversity as Market Size About to Expand Significantly The DSP market is entering a significant expansion phase driven by new and expanding workloads and additional speeds and feeds. Traditionally, most data center DSPs were for switch-to-switch links inside the data center. However, with cloud providers pushing the… Read More »Blog