Blog
Marvell Investor Day Highlights Surge in Custom ASIC Demand
Strong Interest Extends Beyond Hyperscalers, and Data Center Semiconductor Content Continues to Surge in Support of AI During its investor day, Marvell highlighted a significant trend in the semiconductor industry: the move toward custom solutions is both accelerating and expanding. What was once a speculative venture just five years ago… Read More »Blog
Mavenir’s Restructuring Reflects RAN Industry Woes, Retrenching to Telecom Core
Last year, when Mavenir parted ways with John Baker, its Open RAN evangelist, it was pretty clear that Mavenir hadn’t met its plans for its RAN business. This week, it announced a $1.3 billion debt and equity restructuring, and today we learned of its plans to save $400 million per… Read More »Blog
AMD Keynote: Responding to the Needs of Existing and Future Hyperscalers
We attended the very upbeat AMD Advancing AI 2025 Keynote with its CEO, Lisa Su. Guests included hardware partners such as xAI, Meta, Oracle, HUMAIN, Microsoft, and OpenAI. The company announced that its MI355-series GPU ships commercially in 3Q25 and previewed its MI4xx-series, which it expects to ship in 2026. … Read More »Blog
Enterprise Wi-Fi Innovations at the Wi-Fi NOW Event
We joined as both as an attendee and a panelist at the Wi-Fi NOW event at the Computer History Museum in Mountain View, CA. Some of the main themes were the rise of AI Networking, experiences of Managed Service Providers and Network as a Service, Wi-Fi service roaming, and the… Read More »Blog
NVIDIA Announces “Security for AI” DOCA Argus Framework at RSA Conference
NVIDIA Announces “Security for AI” DOCA Argus Framework at RSA Conference NVIDIA announced a new software framework that intends to provide a real-time security function for AI Infrastructure, which can be called “Security for AI.” The AI giant is using its BlueField Data Processing Unit (DPU) to read memory in… Read More »Blog
OIF’s 448 Gbps Workshop
This week the OIF is holding a 448 Gbps Workshop to talk about the next generation’s electrical speed. The event includes multiple hyperscaler keynote presentations. On Tuesday, it was Google and Meta. We had the pleasure of moderating a panel on the electrical channel. 448 Gbps SERDES represents the first… Read More »Blog